granted
on 08 Mar 2024
Last Applicant/ Owned by
23 Broad Street
Westerly
RI
02891
Serial Number
97037610 filed on 21st Sep 2021
Registration Number
N/A
Correspondent Address
John E. Ottaviani
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
TRUST ADVISORS
TRUST ADVISORS Registration is limited to the area comprising the states of Alabama, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia and Wisconsin; and the U.S. Territories ofRead More
Educational services, including being available through a website, namely non-downloadable articles and videos in the field of financial planning and conducting seminars or workshops in the field of wealth management and financial planning
Banking and financial services, namely, banking, investment management, wealth management, investment banking, international banking, corporate financing, financial planning, retirement and estate planning, investment portfolio analysis and advisory, securities brokerage, fiduciary advisory services; trust services, namely, investment and trust company services
Printed materials, namely articles in the field of financial planning
No 97037610
No Service Mark
No 6258-289
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 09th Mar 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 08th Mar 2024 | SOU TEAS EXTENSION RECEIVED |
| 08th Mar 2024 | SOU EXTENSION 2 FILED |
| 08th Mar 2024 | SOU EXTENSION 2 GRANTED |
| 23rd Sep 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 21st Sep 2023 | SOU TEAS EXTENSION RECEIVED |
| 21st Sep 2023 | SOU EXTENSION 1 FILED |
| 21st Sep 2023 | SOU EXTENSION 1 GRANTED |
| 04th Apr 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 10th Jan 2023 | PUBLISHED FOR OPPOSITION |
