YOUR FINANCIAL CONCIERGE
LIVE

Serial Number

90710002

Owner

Morris, Julian B

First Use Date

Mar 13, 2021

Filing Date

May 13, 2021

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YOUR FINANCIAL CONCIERGE Trademark

Serial Number: 90710002 • Registration: 6661685

YOUR FINANCIAL CONCIERGE is a trademark filed by Morris, Julian B on May 13, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Morris, Julian B

Needham, MA 02492

Entity Type: 01

Trademark Details

Filing Date

May 13, 2021

Registration Date

March 1, 2022

First Use Anywhere

March 13, 2021

First Use in Commerce

March 13, 2021

Goods & Services

Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial advice and consultancy services; 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 custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial investment brokerage services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; 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 financial information services to individuals, families and businesses; Strategic financial advisory services

Filing History

REGISTERED-SUPPLEMENTAL REGISTER
Mar 1, 2022 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 22, 2022 PREV
ASSIGNED TO LIE
Jan 20, 2022 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jan 20, 2022 CNTA
EXAMINER'S AMENDMENT ENTERED
Jan 20, 2022 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 20, 2022 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 20, 2022 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 20, 2022 CNEA
ASSIGNED TO EXAMINER
Jan 20, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 12, 2021 NWOS
NEW APPLICATION ENTERED
May 17, 2021 NWAP