issued
on 19 Nov 2024
Last Applicant/ Owned by
1445 Victor Ave.
Redding
CA
96003
Serial Number
98270993 filed on 15th Nov 2023
Registration Number
N/A
Correspondent Address
Glenn K. Robbins II
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial plannin Read More
Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others in the field of financial, mental and emotional health, lifestyle, and wellness with the goal of fostering independence and stability
N/A
N/A
Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; Retirement plan administration services in the nature financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances in the nature of financial counseling services, namely, helping others build a better working relationship with their money; Financial advice; Financial management; Financial trust planning; Financial asset management; Financial planning for retirement; Retirement planning, specifically financial planning for retirement; Healthcare planning in the nature of organizing pre-paid health care plans; Financial legacy planning in the nature estate trust planning; Investment advisory services; Financial services, namely, estate settlement services; Investment advice; Mutual fund investment; Financial planning and investment advisory services; Annuity Services, namely, account and investment administration
N/A
N/A
Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations
N/A
N/A
No 98270993
No Service Mark
No 5514670-4
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
19th Nov 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
24th Sep 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
24th Sep 2024 | PUBLISHED FOR OPPOSITION |
04th Sep 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
19th Aug 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
14th Aug 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
14th Aug 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
14th Aug 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
21st Jun 2024 | NON-FINAL ACTION WRITTEN |
21st Jun 2024 | NON-FINAL ACTION E-MAILED |