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LDS WEALTH ADVISORS
Dead/Cancelled
CANCELLED - SECTION 8

section 8

on 04 Mar 2022

Last Applicant/ Owned by

10517 Azzurra Drive

Ft. Meyers

FL

33913

Serial Number

85056251 filed on 07th Jun 2010

Registration Number

4013558 registered on 16th Aug 2011

in the Principal Register

Correspondent Address

James L. Poznak

JAMES L. POZNAK

2001 Midwest Road

Suite 206

OAK BROOK, IL 60523-4392

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

LDS WEALTH ADVISORS

Insurance agency and brokerage; Insurance information and consultancy; Brokerage services for stocks and bonds; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial asset management; Administration of employee welfare benefit plans concerning insurance and finance; Administration of e Read More

Classification Information


Class [035]
Advertising, Business & Retail Services


Business succession planning; Business management consultation in the field of executive compensation


First Use Date in General

21st Jun 2011

First Use Date in Commerce

21st Jun 2011

Class [036]
Insurance & Financial Services


Insurance agency and brokerage; Insurance information and consultancy; Brokerage services for stocks and bonds; Investment advisory services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial asset management; Administration of employee welfare benefit plans concerning insurance and finance; Administration of employee pension plans; Estate planning; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families


First Use Date in General

21st Jun 2011

First Use Date in Commerce

21st Jun 2011

Mark Details


Serial Number

No 85056251

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
04th Mar 2022CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
16th Aug 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03rd Feb 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03rd Feb 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02th Feb 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
22nd Nov 2016TEAS SECTION 8 & 15 RECEIVED
16th Aug 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
25th Feb 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
16th Aug 2011REGISTERED-PRINCIPAL REGISTER
12th Jul 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED