on 29 Nov 2019
Last Applicant/ Owned by
3838 TAMIAMI TRAIL NORTH, SUITE 310
NAPLES
FL
34103
Serial Number
77080087 filed on 10th Jan 2007
Registration Number
3532951 registered on 18th Nov 2008
Correspondent Address
Jennifer L. Whitelaw
Filing Basis
1. use application currently
Disclaimer
NO DATA
Trust and banking services; [ depository services related to trust and benefit accounts; estate services, namely, creating and administering living, testamentary and charitable remainder trusts; estate planning, settlement and administration; ] administration of qualified retirement plans, including Individual Retirement Accounts, Self Employed Qualified Retirement Plans [, 401(k) plans and other Read More
Trust and banking services; [ depository services related to trust and benefit accounts; estate services, namely, creating and administering living, testamentary and charitable remainder trusts; estate planning, settlement and administration; ] administration of qualified retirement plans, including Individual Retirement Accounts, Self Employed Qualified Retirement Plans [, 401(k) plans and other types of qualified and non-qualified retirement plans and money market account services ] ; [ investment management services to individuals, corporate clients and institutional clients; ] fiduciary representative services and trust administration [ ; tax deduction and gifting programs; ] financial analysis and consultation; [ financial services in the nature of an investment security; financial information in the nature of financial forecasting and financial guarantee and surety; financial information provided by electronic means; ] financial management; financial planning; financial portfolio management; [ financial research; financial valuation of personal property and real estate; investment services, namely, investment brokerage; capital investment consultation and advice; fund investment consultation; ] investment consultation; [ financial investment in the field of securities; funds investment; mutual funds investment; real estate investment; commodity investment advice; ] investment advice; [ investment brokerage; investment clubs; capital investment consultation; ] investment management; [ maintaining escrow accounts for investments; investment of funds for others; investment of funds, mutual funds and real estate; capital investment; ] investment of trust funds for others; [ life insurance brokerage, agency, administration, consultation and subrogation services; financial planning for education; financial risk planning via health care, disability, long-term care and life insurance; business successors financial planning; ] retirement financial planning; [ administration of educational funding accounts; electronic interactive banking services, internet banking services, telephone banking services, and information services for all for the foregoing provided via a global computer network; management and administration of defined benefit plants, profit sharing plans and non-qualified retirement plans; investment management services; corporate trust and bond transfer agency services; corporate escrow services and custodial services; institutional investment advisory services; municipal and county government pension services; financial management of hospital and foundation fund services; institutional financial custodial services; ] estate planning [ ; services as trustee, executor and trust under will; stock and bond portfolio management; and providing information for all the foregoing via global computer networks ]
18th Jul 2002
18th Jul 2002
No 77080087
No Service Mark
No
No
No
No
No
No
No
No
No
01.01.13 -
More than one star with five points
02.11.14 -
Hands and fingers forming the following: handshake, finger pointing, fingers walking, OK sign, and thumbs up or thumbs down
24.09.05 -
American flags in any form
Status Date | Action Taken |
---|---|
29th Nov 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
29th Nov 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
29th Nov 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
20th Nov 2019 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
20th Nov 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
20th Nov 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
20th May 2019 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
14th May 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
06th May 2019 | TEAS SECTION 8 & 9 RECEIVED |
06th Jun 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |