on 05 Mar 2019
Last Applicant/ Owned by
5058 Grand Ridge Drive
West Des Moines
IA
50265
Serial Number
87726018 filed on 19th Dec 2017
Registration Number
5688721 registered on 05th Mar 2019
Correspondent Address
Joshua J. Conley
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, name Read More
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning
01st Jan 2012
01st Jan 2012
No 87726018
No Service Mark
No T62379US0
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
05th Mar 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
08th Sep 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
08th Sep 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
08th Sep 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
08th Sep 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
08th Sep 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
08th Sep 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
13th Oct 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
13th Oct 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
13th Oct 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |