record initialized not assigned to examiner
on 07 Oct 2024
Last Applicant/ Owned by
16870 W Bernardo Dr Ste 400
San Diego
CA
92127
Serial Number
98787716 filed on 07th Oct 2024
Registration Number
N/A
Correspondent Address
Nicole L Mason
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Assessing insurance claims; Capital investment; Capital investment consulting; Capital investment ser Read More
Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Assessing insurance claims; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consultancy services relating to insurance; Consultation in art as an investment; Consulting and information concerning insurance; Development of insurance policies for others; Equity capital investment; Estate trust management; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial consultancy services; Financial consulting; Financial evaluation for insurance purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial planning consultation; Financial retirement plan consulting services; Financial risk management consultation; 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial trust administration; Financial trust operations; Financial trust planning; Fund investment consultation; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance administration; Insurance administration services, namely, assisting others with adjusting insurance claims; Insurance administration services, namely, assisting others with collecting insurance premiums; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance claims administration; Insurance claims processing; Insurance consultation; Insurance information; Insurance risk management; Insurance services, namely, providing information and on-line computer databases for the purpose of review and verification of Medicaid and Medicare eligibility status and related information; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment clubs; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Monitoring financial markets for investment purposes; Mutual fund investment; Online financial consultancy rendered in virtual environments; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information regarding financial investment strategies; Providing information regarding policy rates for all types of insurance and electronic processing of insurance claims and payment data over a web based computer network; Providing insurance information; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust services; Securities trading and investing services for others via the internet; Trust management accounts; Trust services, namely, investment and trust company services
15th Feb 2024
17th Jun 2024
No 98787716
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
07th Oct 2024 | NEW APPLICATION ENTERED |