on 05 Jun 2024
Last Applicant/ Owned by
5401 Stone Creek Circle, Second Floor
Loveland
CO
80538
Serial Number
86050540 filed on 28th Aug 2013
Registration Number
4623465 registered on 21st Oct 2014
Correspondent Address
Cheryl L. Anderson
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Insurance and financial services, namely, providing financial advisory services and programs to consumers, namely, analysis, advice, and recommendations on personal insurance and life-event planning for financial investment purposes; providing life insurance underwriting services; financial planning and wealth management services, insurance brokerage services in the field of life insurance; retire Read More
Insurance and financial services, namely, providing financial advisory services and programs to consumers, namely, analysis, advice, and recommendations on personal insurance and life-event planning for financial investment purposes; providing life insurance underwriting services; financial planning and wealth management services, insurance brokerage services in the field of life insurance; retirement planning services; providing information in the field of insurance, financial planning and retirement planning; providing information regarding life insurance and annuities; financial risk management and insurance services, namely, providing insurance consultation; insurance services in the nature of loss control management for others; insurance carrier services, and insurance premium rate computing; financial investment in the field of securities; financial services, namely, trading of investments for others in the nature of securities, options, derivatives, and debt instruments; fund investment consultation; investment management; investment of funds for others; investment services, namely, asset acquisition, consultation, development and management services; mutual funds investment; financial advisory and financial consultancy services in connection with financial engineering, financial modeling and financial structuring of investment instruments in the nature of securities, options, futures, derivatives, debt instruments and commodities; providing financial due diligence and wealth management for high net worth individuals; providing investment portfolio management; providing consultation in connection with public and private equity offerings; financial advisory and wealth management services in connection with tax and insurance planning strategies; financial analysis and consultation; financial analysis and research services; financial asset management; financial forecasting; financial investment analysis and stock research; financial management; financial planning for retirement; financial portfolio management; financial risk management; financial risk management consultation; financial services, namely, providing information regarding interest rate products and equities via the Internet and intranet systems; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products
15th May 2013
15th May 2013
No 86050540
No Service Mark
No 0485T01.US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
05th Jun 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
05th Jun 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
05th Jun 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
04th Jun 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
27th Feb 2024 | TEAS SECTION 8 & 9 RECEIVED |
21st Oct 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
18th Jul 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
18th Jul 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
18th Jul 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
01st May 2020 | TEAS SECTION 8 & 15 RECEIVED |