accepted
on 29 Sep 2022
Last Applicant/ Owned by
1509 N Milwaukee Avenue
Libertyville
IL
60048
Serial Number
86710087 filed on 30th Jul 2015
Registration Number
4949707 registered on 03rd May 2016
Correspondent Address
Libertyville, IL 60048
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage Read More
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of personal finance; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial investment brokerage services; Financial investment in the field of securities; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing information and research in the field of finance and financial investments
01st Jun 2015
01st Jun 2015
No 86710087
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
29th Sep 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
28th Sep 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
14th Apr 2022 | TEAS SECTION 8 RECEIVED |
03rd May 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
03rd May 2016 | REGISTERED-PRINCIPAL REGISTER |
16th Feb 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
16th Feb 2016 | PUBLISHED FOR OPPOSITION |
27th Jan 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
27th Nov 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
26th Nov 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |