on 09 Jul 2024
Last Applicant/ Owned by
129 W. HARRISBURG STREET
DILLSBURG
PA
17019
Serial Number
97338038 filed on 30th Mar 2022
Registration Number
7444151 registered on 09th Jul 2024
Correspondent Address
Monica Ugliuzza
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial advisory services, namely, advisory services in the fields of wealth management, retirement planning, life insurance, mutual funds, annuities, investments, health insurance, disability income insurance, and charitable giving; Financial consulting services, namely, consultation in the fields of wealth management, retirement planning, life insurance, mutual funds, annuities, investments, h Read More
Business training services, namely, training services provided as seminars and webinars in the fields of financial advising, financial consultation, investment advising, investment portfolio advising, and insurance brokerage; Business education services, namely, education services provided as seminars and webinars in the fields of financial advising, financial consultation, investment advising, investment portfolio advising, and insurance brokerage
27th Mar 2024
27th Mar 2024
Financial advisory services, namely, advisory services in the fields of wealth management, retirement planning, life insurance, mutual funds, annuities, investments, health insurance, disability income insurance, and charitable giving; Financial consulting services, namely, consultation in the fields of wealth management, retirement planning, life insurance, mutual funds, annuities, investments, health insurance, disability income insurance, and charitable giving; Investment advisory services, namely, the analysis of securities, advice and recommendations on securities, expert advisory on portfolio creation, management of the assets of others, management of investment portfolios of others, and the purchase and sale of investments on behalf of others; Investment portfolio services, namely, financial advisory and consultation, and investment advisory services related to the creation and management of investment portfolios and the investment of funds for others; Insurance brokerage services, namely, advising and consulting others in the field of insurance and obtaining insurance for others
15th Jul 2021
15th Jul 2021
No 97338038
No Service Mark
No FFFFIN-WM
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
09th Jul 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
09th Jul 2024 | REGISTERED-PRINCIPAL REGISTER |
06th Jun 2024 | EXAMINERS AMENDMENT E-MAILED |
06th Jun 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
06th Jun 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
06th Jun 2024 | EXAMINER'S AMENDMENT ENTERED |
06th Jun 2024 | SU-EXAMINER'S AMENDMENT WRITTEN |
06th Jun 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
30th May 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
30th May 2024 | NON-FINAL ACTION E-MAILED |