on 12 Mar 2024
Last Applicant/ Owned by
18575 Jamboree Rd., Suite #400
Irvine
CA
92612
Serial Number
97425710 filed on 24th May 2022
Registration Number
7328751 registered on 12th Mar 2024
Correspondent Address
Elizabeth L. Isaac
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Estate planning; Estate trust management; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Financial trust planning; Insurance and financial informatio Read More
Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Estate planning; Estate trust management; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Financial trust planning; Insurance and financial information and consultancy services; Insurance risk management; Investment consultation in the fields of bonds, cash management services, certificates of deposit, money market funds, mutual funds, stocks, treasury bills, instruments under trust; Providing information in the field of employee financial benefit plans; Trust services, namely, investment and trust company services
01st Nov 2022
01st Nov 2022
No 97425710
No Service Mark
No 2436.004
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
12th Mar 2024 | REGISTERED-PRINCIPAL REGISTER |
12th Mar 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
07th Feb 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
06th Feb 2024 | EXAMINER'S AMENDMENT ENTERED |
06th Feb 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
03rd Jan 2024 | SU-EXAMINER'S AMENDMENT WRITTEN |
03rd Jan 2024 | EXAMINERS AMENDMENT E-MAILED |
03rd Jan 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
13th Dec 2023 | SU-EXAMINER'S AMENDMENT WRITTEN |
13th Dec 2023 | EXAMINERS AMENDMENT E-MAILED |