on 28 Dec 2022
Last Applicant/ Owned by
SUITE 101
OWINGS MILLS
MD
21117
Serial Number
85467235 filed on 08th Nov 2011
Registration Number
4167852 registered on 03rd Jul 2012
Correspondent Address
Jonathan R. Wachs
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration and fiduciary compliance; Financial administration of retirement plans, Financial planning for retirement; Individual retirement account services; Regulatory compliance consult Read More
[ Accounting consultation; Accounting for third parties; Accounting services; Administrative accounting; Business information and accounting advisory services; Business management and consulting services for the health care industry, namely, customer service, accounting services, and web-based advertising and marketing services; Consulting and information concerning accounting; Cost accounting; Audit support services, namely, review and analysis of a company's sales, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government audit processes, policies and strategy; Preparation of reports relating to finance and investments; Income tax consultation; Income tax preparation; Management of tax files; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax filing services; tax preparation; Forensic accounting services ]
01st Jan 1995
01st Jan 1995
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration and fiduciary compliance; Financial administration of retirement plans, Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products, Financial services, namely, wealth management services
01st Jan 1995
01st Jan 1995
No 85467235
No Service Mark
No 00011351.005
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
28th Dec 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
28th Dec 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
28th Dec 2022 | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 |
28th Dec 2022 | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED |
28th Dec 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
17th Aug 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
10th Jun 2022 | TEAS SECTION 8 & 9 RECEIVED |
03rd Jul 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
22nd Sep 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
22nd Sep 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |