issued
on 17 Dec 2024
Last Applicant/ Owned by
7001 East Belleview Ave, Suite 800
Denver
CO
80237
Serial Number
98111601 filed on 01st Aug 2023
Registration Number
N/A
Correspondent Address
Danette Lilja
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial planning advice relating to investments and wealth management for retirement plans, legacy planning and wealth education; Financial services, namely, financial planning and providing financial consultation concerning generational wealth transfer, stock option strategies, portfolio management, and sustainable and responsible investing Education services, namely, providing live and online Read More
Education services, namely, providing live and online workshops, classes, seminars, non-downloadable webinars, and panel discussions in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios and distribution of course materials in connection therewith in printed or electronic format; Providing education courses and training via modules in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios offered through online, non-downloadable videos and live consultations; Education services, namely, mentoring in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios; Educational services, namely, providing educational speakers in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios; Educational and entertainment services, namely, providing motivational and educational speakers in the fields of financial advisement, wealth management, retirement, investing, real estate, tax planning, insurance and estate planning, and investment portfolios
N/A
N/A
Financial planning advice relating to investments and wealth management for retirement plans, legacy planning and wealth education; Financial services, namely, financial planning and providing financial consultation concerning generational wealth transfer, stock option strategies, portfolio management, and sustainable and responsible investing
N/A
N/A
No 98111601
No Service Mark
No 2325-007
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
17th Dec 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
05th Nov 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
05th Nov 2024 | PUBLISHED FOR OPPOSITION |
16th Oct 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
26th Sep 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
20th Aug 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
20th Aug 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
20th Aug 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
02th Jul 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
02th Jul 2024 | FINAL REFUSAL E-MAILED |