accepted and acknowledged
on 08 Sep 2023
Last Applicant/ Owned by
1995 E. Rum River Dr. S
Cambridge
MN
55008
Serial Number
87166732 filed on 09th Sep 2016
Registration Number
5190092 registered on 25th Apr 2017
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial advisory and consultancy services; financial planning and investment advisory services; Financial asset management; Financial planning for retirement; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of health reimbursement arrangements; Insurance consulting in the field of life i Read More
Financial advisory and consultancy services; financial planning and investment advisory services; Financial asset management; Financial planning for retirement; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of health reimbursement arrangements; Insurance consulting in the field of life insurance; Mutual fund planning services; Mutual fund advisory services; Mutual fund analysis services; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Broker-dealer financial services in the field of securities, stocks, bonds and mutual funds; Investment management in the fields of securities and retirement; Investment consultation in the fields of securities and retirement; Investment advice in the fields of securities and retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
11th Feb 2013
11th Feb 2013
No 87166732
No Service Mark
No EFS.001T
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
08th Sep 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
08th Sep 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
08th Mar 2023 | TEAS SECTION 8 & 15 RECEIVED |
25th Apr 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
30th Jul 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
30th Jul 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
30th Jul 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
30th Jul 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
30th Jul 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
30th Jul 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |