TrademarkDir
LL FLAT FEE CIO CONCIERGE WEALTH MANAGEMENT
LIVE

Serial Number

88569484

Owner

FlatFeeCIO LLC

Attorney

William Lyle Gravatt

First Use Date

Jan 1, 2019

Filing Date

Aug 7, 2019

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LL FLAT FEE CIO CONCIERGE WEALTH MANAGEMENT Trademark

Serial Number: 88569484 • Registration: 6012703

LL FLAT FEE CIO CONCIERGE WEALTH MANAGEMENT is a trademark filed by FlatFeeCIO LLC on August 7, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

FlatFeeCIO LLC (2 trademarks)

1021 Red Banks Road, Suite C
Greenville, NC 27858

Entity Type: 16

Trademark Details

Filing Date

August 7, 2019

Registration Date

March 17, 2020

First Use Anywhere

January 1, 2019

First Use in Commerce

January 1, 2019

Published for Opposition

December 31, 2019

Goods & Services

Fiduciary services, namely, fiduciary representative services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Investment advisory services; Investment management

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 17, 2025 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 7, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 7, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 7, 2022 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 7, 2022 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 7, 2022 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 7, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 7, 2022 REAP
REGISTERED-PRINCIPAL REGISTER
Mar 17, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 31, 2019 NPUB
PUBLISHED FOR OPPOSITION
Dec 31, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 11, 2019 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 20, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 20, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 20, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 20, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 20, 2019 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 20, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 20, 2019 CRFA
ASSIGNED TO LIE
Nov 15, 2019 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 11, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 11, 2019 GNRN
NON-FINAL ACTION E-MAILED
Nov 11, 2019 GNRT
NON-FINAL ACTION WRITTEN
Nov 11, 2019 CNRT
ASSIGNED TO EXAMINER
Nov 6, 2019 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 24, 2019 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 23, 2019 NWOS
NEW APPLICATION ENTERED
Aug 10, 2019 NWAP

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