on 20 Sep 2022
Last Applicant/ Owned by
One Federal St., 19th Floor
Boston
MA
02110
Serial Number
90613406 filed on 30th Mar 2021
Registration Number
6849416 registered on 20th Sep 2022
Correspondent Address
Susan Neuberger Weller
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial advising and wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial planning, investment management, and wealth management; Financial and investment services, namely, brokerage Read More
Providing referrals for banking services, business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; providing referrals for trust services, namely, estate trust planning; providing referrals for business development services, business valuations, and business purchase or sale considerations
30th Nov 2012
30th Nov 2012
Financial advising and wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial planning, investment management, and wealth management; Financial and investment services, namely, brokerage and trading services in the fields of stocks, bonds, securities, equities, options, futures, funds and foreign currency, and the investment of funds of others; financial services, namely, providing on-line stored value accounts in an electronic environment; providing stocks/securities market information;providing an on-line computer database in the field of financial investment information; Financial management and investment services, namely, asset and investment acquisition, consultation, advisory and development; Annuity services, namely, account and investment administration; Estate planning; Insurance administration; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance consulting in the field of life and long term care insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the life and long term care industry; Insurance information; Investment management of and distribution of annuities; Issuance and administration of annuities; Life insurance brokerage; Providing information in insurance matters
30th Nov 2012
30th Nov 2012
No 90613406
No Service Mark
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No
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Status Date | Action Taken |
---|---|
20th Sep 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
20th Sep 2022 | REGISTERED-PRINCIPAL REGISTER |
05th Jul 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
05th Jul 2022 | PUBLISHED FOR OPPOSITION |
15th Jun 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
01st Jun 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
11th May 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
10th May 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
10th May 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
12th Nov 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |