MERCANTILE INVESTMENT AND WEALTH MANAGEMENT



Trademark Coverage

No Class Specified

Financial services, namely, investment services in the nature of asset acquisition, consultation, development and management services; financial planning services; financial services, namely, complex family and multi-generational financial management and financial planning services relating to the financial, financial investment, and philanthropic needs of families; financial planning and management services for entrepreneurs, corporate executives, and business owners; financial advice and management services for family foundations and family limited partnerships; financial advice and financial consultation services in the field of planned giving to non-profit organizations and universities; financial advice and financial consultation services in the field of family philanthropic endeavors; financial consultation services in the field of gifting strategies for financial planning needs; trust management and trust management accounts; estate planning and estate financial management services related thereto; charitable funding services in the nature of developing or administering charitable giving plans for the acceptance and administering of monetary charitable contributions; charitable trust administration services, namely, administering monetary charitable contributions in trust; financial management services in the field of managing family assets; mortgage lending services; financial services in the field of investment portfolio strategy development; financial investment services in the field of managing family assets; mortgage lending services; financial investment services in the field of investment portfolio strategy development; risk management, namely, financial risk and return assessment; financial consultation services in the field of financial investment policy development and implementation

Timeline
  • Dec 27
    2013
    Cancelled SEC 8 (6 Yr)
  • Sep 26
    2007
    Automatic Update Of Assignment Of Ownership
  • Sep 18
    2007
    Attorney Revoked And/Or Appointed
  • Sep 18
    2007
    TEAS Revoke/Appoint Attorney Received
  • May 22
    2007
    Exparte Appeal Terminated
  • May 22
    2007
    Registered Principal Register
  • Mar 06
    2007
    Published For Opposition
  • Feb 14
    2007
    Notice Of Publication
  • Dec 14
    2006
    Law Office Publication Review Completed
  • Dec 14
    2006
    Assigned To LIE
  • Nov 30
    2006
    Examiners Amendment Mailed
  • Nov 30
    2006
    Approved For PUB Principal Register
  • Nov 30
    2006
    Examiner's Amendment Entered
  • Nov 30
    2006
    Examiners Amendment Written
  • Nov 29
    2006
    Ex Parte Appeal Instituted
  • Nov 29
    2006
    Jurisdiction Restored To Examining Attorney
  • Nov 15
    2006
    Paper Received
  • May 17
    2006
    Final Refusal Mailed
  • May 16
    2006
    Final Refusal Written
  • May 12
    2006
    Amendment From Applicant Entered
  • Apr 25
    2006
    Correspondence Received In Law Office
  • Apr 25
    2006
    Paper Received
  • Oct 27
    2005
    Non Final Action Mailed
  • Oct 26
    2005
    Non Final Action Written
  • Oct 20
    2005
    Assigned To Examiner
  • May 13
    2005
    New Application Entered In TRAM