on 29 Jul 2022
Last Applicant/ Owned by
PO Box 148
Rhinebeck
NY
12572
Serial Number
85467773 filed on 08th Nov 2011
Registration Number
4231332 registered on 23rd Oct 2012
Correspondent Address
Rhinebeck NY 12572
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial planning and advisory services; 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; investment advisory services, financial portfolio analysis and management; wealth management services, financial trust planning and management, estate planning and est Read More
Financial planning and advisory services; 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; investment advisory services, financial portfolio analysis and management; wealth management services, financial trust planning and management, estate planning and estate trust planning services, insurance brokerage services for life and health insurance, and for disability and long term care insurance; providing consulting and information concerning insurance; providing investment options for variable and fixed annuity products; fiscal assessments and evaluations; providing information and research in the fields of personal finance, financial planning and financial management
30th Nov 2011
30th Nov 2011
No 85467773
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
29th Jul 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
29th Jul 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
29th Jul 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
13th Feb 2022 | TEAS SECTION 8 & 9 RECEIVED |
23rd Oct 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
09th Oct 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
09th Oct 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
09th Oct 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
23rd Oct 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
23rd Oct 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |