FAITH BASED ADVISOR
DEAD

Serial Number

97211095

Owner

OneAscent Holdings, LLC

Attorney

Michael E. Dockins

Filing Date

Jan 10, 2022

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FAITH BASED ADVISOR Trademark

Serial Number: 97211095

FAITH BASED ADVISOR is a trademark filed by OneAscent Holdings, LLC on January 10, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

OneAscent Holdings, LLC (9 trademarks)

23 Inverness Center Pkwy, Suite A
Birmingham, AL 35242

Entity Type: 16

Trademark Details

Filing Date

January 10, 2022

Registration Date

Not Registered

Goods & Services

Capital investment consulting; Consultancy of capital investment; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Insurance consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of securities portfolios; Management of portfolios of transferable securities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services

Filing History

ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Jun 14, 2023 MAB2
ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Jun 13, 2023 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Jun 13, 2023 ABN2
NOTIFICATION OF FINAL REFUSAL EMAILED
Nov 15, 2022 GNFN
FINAL REFUSAL E-MAILED
Nov 15, 2022 GNFR
FINAL REFUSAL WRITTEN
Nov 15, 2022 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 19, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 18, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 18, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 18, 2022 GNRN
NON-FINAL ACTION E-MAILED
Apr 18, 2022 GNRT
NON-FINAL ACTION WRITTEN
Apr 18, 2022 CNRT
ASSIGNED TO EXAMINER
Apr 18, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 18, 2022 NWOS
NEW APPLICATION ENTERED
Jan 13, 2022 NWAP