on 28 Oct 2020
Last Applicant/ Owned by
12395 WORLD TRADE DRIVE
SAN DIEGO
CA
92128
Serial Number
75500794 filed on 11th Jun 1998
Registration Number
2277779 registered on 14th Sep 1999
Correspondent Address
Daniel I. Schloss
Filing Basis
1. use application currently
Disclaimer
NO DATA
Educational services, namely, conducting financial planning seminars for a general audience on a variety of topics, namely, 401(k) retirement plans, 403(b) retirement plans, advanced investment principals, annuities, asset allocation, charitable giving, college funding, employment transitions, estate conservation, financial management, investment management, long-term care, mutual funds, retiremen Read More
Educational services, namely, conducting financial planning seminars for a general audience on a variety of topics, namely, 401(k) retirement plans, 403(b) retirement plans, advanced investment principals, annuities, asset allocation, charitable giving, college funding, employment transitions, estate conservation, financial management, investment management, long-term care, mutual funds, retirement, retirement investment strategies, retirement plan distributions, and tax strategies and distributing course material herewith
01st Jul 1988
01st Jul 1988
No 75500794
No Service Mark
No 104424010100
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
28th Oct 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
28th Oct 2020 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
28th Oct 2020 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
27th Oct 2020 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
27th Oct 2020 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
26th Oct 2020 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
06th May 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
06th May 2020 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
03rd Mar 2020 | TEAS SECTION 8 & 9 RECEIVED |
14th Sep 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |