accepted and acknowledged
on 01 May 2023
Last Applicant/ Owned by
SUITE 225
CHARLOTTE
NC
282770482
Serial Number
86802315 filed on 28th Oct 2015
Registration Number
5079488 registered on 08th Nov 2016
Correspondent Address
Laura Miller
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial services, namely, a goals-based financial analysis of investment portfolio and assets; financial consulting and planning services based on goals-based financial analysis providing a website featuring a secure, web-based technology that enables users to receive goals-based financial consulting and investment analysis
Financial services, namely, a goals-based financial analysis of investment portfolio and assets; financial consulting and planning services based on goals-based financial analysis
08th Oct 2015
08th Oct 2015
providing a website featuring a secure, web-based technology that enables users to receive goals-based financial consulting and investment analysis
08th Oct 2015
08th Oct 2015
No 86802315
No Service Mark
No 0902356
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 01st May 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 01st May 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 01st May 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 20th Oct 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 08th Dec 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 08th Nov 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 20th Sep 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 08th Nov 2016 | REGISTERED-PRINCIPAL REGISTER |
| 05th Oct 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 04th Oct 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
