on 28 Sep 2021
Last Applicant/ Owned by
2376 Silveria Court
Santa Clara
CA
95404
Serial Number
90238686 filed on 06th Oct 2020
Registration Number
6497399 registered on 28th Sep 2021
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial services, namely, retirement planning, retirement income planning, budget planning, college funding planning, personalized strategy planning for financial independence, money management strategy planning, and succession planning; advising business and individuals on issues of portfolio planning and investment planning; estate planning; financial administration of retirement plans; financ Read More
Education services, namely, providing seminars, webcasts, live workshops, and online workshops focused on financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles, disability insurance, budgeting, debt investment, and credit repair and restoration
14th Apr 2019
14th Apr 2019
Financial services, namely, retirement planning, retirement income planning, budget planning, college funding planning, personalized strategy planning for financial independence, money management strategy planning, and succession planning; advising business and individuals on issues of portfolio planning and investment planning; estate planning; financial administration of retirement plans; financial retirement plan consulting services; financial services, namely, wealth management services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, credit repair and restoration;Financial services, namely, credit repair and restoration; and Financial services, namely, consulting and informing clients regarding insurance plans, group and individual insurance in fields of employee benefit plans and finance, loan refinancing, long term care, financial savings strategy, disability income insurance
14th Apr 2019
14th Apr 2019
No 90238686
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
26th Aug 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
12th Sep 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
12th Sep 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
12th Sep 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
28th Sep 2021 | REGISTERED-PRINCIPAL REGISTER |
18th Jul 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
18th Jul 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
18th Jul 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
13th Jul 2021 | PUBLISHED FOR OPPOSITION |
13th Jul 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |