on 06 Dec 2022
Last Applicant/ Owned by
251 Pierce St.
Birmingham
MI
48009
Serial Number
90691870 filed on 05th May 2021
Registration Number
6919385 registered on 06th Dec 2022
Correspondent Address
Steven M. Forte
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial management services; financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance broker Read More
Financial management services; financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, annuities, and variable annuities, disability income, long-term-care, and variable life; insurance services, namely, insurance administration and underwriting in the fields of life, fixed annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation concerning insurance and finance for executive benefits and group benefits; pension option financial analysis services in the nature of assisting prospective retirees in analyzing and selecting options from their employment benefit plans; wealth management services; financial risk management services; estate planning and estate trust management services; philanthropic services concerning monetary donations; design and development of life insurance policies for others; financial planning and advisory services, namely, wealth transfer services and developing and managing charitable giving programs on behalf of wealthy individuals or families; financial planning for retirement
03rd May 2022
03rd May 2022
No 90691870
No Service Mark
No 207723491984
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
27th Mar 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
27th Mar 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
27th Mar 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
27th Mar 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
06th Dec 2022 | REGISTERED-PRINCIPAL REGISTER |
06th Dec 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
01st Nov 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
31st Oct 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
08th Oct 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
08th Oct 2022 | STATEMENT OF USE PROCESSING COMPLETE |