on 05 Apr 2022
Last Applicant/ Owned by
20th Floor
New York
NY
10173
Serial Number
88665409 filed on 23rd Oct 2019
Registration Number
6694691 registered on 05th Apr 2022
Correspondent Address
Edward C Meagher
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Educational services for companies, namely, conducting seminars and providing non-downloadable customized webinars for employees, group meetings and one-on-one financial meetings all in the field of financial wellness; Educational services, namely, conducting financial workshops in the field of financial strategies, retirement plans, insurance plans, debt reduction plans, saving plans, investment Read More
Financial analysis and consultation for companies, namely, financial wellness assessment of employees, customized action plans for employees, and employee financial guidance in furtherance of achieving financial independence; Behavioral financial analysis, namely, analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Providing a customizable website featuring advice and information in the field of financial analysis that allows employees to take a personalized financial assessment and receive an employee financial Action Plan; Providing a customized website featuring information and advice in the field of financial analysis that allows employers to receive an Executive Summary report of "Company Wellness" to formalize an education strategy for employees
27th May 2020
27th May 2020
Educational services for companies, namely, conducting seminars and providing non-downloadable customized webinars for employees, group meetings and one-on-one financial meetings all in the field of financial wellness; Educational services, namely, conducting financial workshops in the field of financial strategies, retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing, and home savings plans; Educational services, namely, conducting educational programs and workshops in the field of behavioral financial analysis in the nature of analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Educational services, namely, conducting educational financial programs relating to corrective measures that employers can take to make their plans more effective for employees in the field of behavioral financial analysis; Educational services, namely, providing web-based educational programs and workshops in the field of financial guidance for retirement plans, saving plans, debt reduction plans, college planning, investment strategies, planning to buy a home and home savings plans, insurance plans
27th May 2020
27th May 2020
No 88665409
No Service Mark
No 2788-4
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 05th Apr 2022 | REGISTERED-PRINCIPAL REGISTER |
| 02th Mar 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 01st Mar 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 01st Feb 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 31st Jan 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 31st Jan 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 14th Sep 2021 | ASSIGNED TO EXAMINER |
| 30th Jul 2021 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 30th Jul 2021 | FINAL REFUSAL E-MAILED |
| 30th Jul 2021 | SU - FINAL REFUSAL - WRITTEN |
