on 30 Jun 2023
Last Applicant/ Owned by
Suite 100
Colorado Springs
CO
80921
Serial Number
85780235 filed on 15th Nov 2012
Registration Number
4424332 registered on 29th Oct 2013
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Consulting and information concerning insurance; Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget plannin Read More
Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Consulting and information concerning insurance; Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation for insurance purposes; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial risk management; Financial risk management consultation; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Investment advice; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing investors with financial information; Provision of financial information; Strategic financial advisory services
01st Dec 2008
01st Apr 2009
No 85780235
No Service Mark
No
No
No
No
No
No
No
No
No
26.09.21 -
Squares that are completely or partially shaded
26.17.09 -
Curved line(s), band(s) or bar(s)
Status Date | Action Taken |
---|---|
30th Jun 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
30th Jun 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
30th Jun 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
29th Jun 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
02th Dec 2022 | TEAS SECTION 8 & 9 RECEIVED |
29th Oct 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
02th Jun 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
02th Jun 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
02th Jun 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
26th Dec 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |