on 27 Aug 2024
Last Applicant/ Owned by
180 E Main Street, Suite 206
Tustin
CA
92780
Serial Number
98182168 filed on 15th Sep 2023
Registration Number
7488737 registered on 27th Aug 2024
Correspondent Address
Karen Schuller Boardman
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
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 analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investme Read More
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 analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; 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 consultancy and insurance consultancy; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; 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 fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance brokerage in the field of life, disability, and long term care; Insurance information and consultancy; Insurance underwriting consultation; Life insurance brokerage; Providing financial assessment services to individuals, families, business owners, and businesses; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 in insurance matters; Strategic corporate financial advisory services; Strategic financial advisory services
30th Jun 1996
30th Jun 1996
No 98182168
No Service Mark
No 01412
No
No
No
No
No
No
No
No
26.01.02 -
Plain single line circles
26.01.13 -
Two circles
26.07.01 -
Plain diamonds with single or multiple line borders
Status Date | Action Taken |
---|---|
27th Aug 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
27th Aug 2024 | REGISTERED-PRINCIPAL REGISTER |
11th Jun 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
11th Jun 2024 | PUBLISHED FOR OPPOSITION |
22nd May 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
09th May 2024 | ASSIGNED TO EXAMINER |
09th May 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
30th Nov 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
30th Nov 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
15th Sep 2023 | NEW APPLICATION ENTERED |