final action
on 01 Nov 2024
Last Applicant/ Owned by
650 Newport Center Drive
Newport Beach
CA
92660
Serial Number
98503659 filed on 16th Apr 2024
Registration Number
N/A
Correspondent Address
Perry J. Viscounty
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Investment consulting; financial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial planning for retirement; investment advice in the fields of finance and retirement; investment management in the field of retirement; financial planning for retirement, namely, providing a framework for financial and re Read More
Investment consulting; financial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial planning for retirement; investment advice in the fields of finance and retirement; investment management in the field of retirement; financial planning for retirement, namely, providing a framework for financial and retirement planning, providing outcome-oriented financial advice; financial advice, namely, providing a framework for financial planning and retirement in the nature of decumulation, and spending down in retirement
N/A
N/A
No 98503659
No Service Mark
No 034860-49
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
01st Nov 2024 | NON-FINAL ACTION WRITTEN |
01st Nov 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
01st Nov 2024 | NON-FINAL ACTION E-MAILED |
30th Oct 2024 | ASSIGNED TO EXAMINER |
16th Apr 2024 | NEW APPLICATION ENTERED |
16th Apr 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |