on 18 May 2016
Last Applicant/ Owned by
11835 West Olympic Boulevard, Suite 1150
Los Angeles
CA
90064
Serial Number
76564375 filed on 28th Nov 2003
Registration Number
2992948 registered on 06th Sep 2005
Correspondent Address
Lori S. Kozak
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
[ business planning; business consultation ] financial and insurance services, namely, financial planning, estate planning, tax planning, financial planning and consultation for charitable giving, portfolio management and asset allocation; financial analysis and consultation for maintaining desired cash flow, for funding college education, for salary continuation in the case of death or terminal Read More
financial and insurance services, namely, financial planning, estate planning, tax planning, financial planning and consultation for charitable giving, portfolio management and asset allocation; financial analysis and consultation for maintaining desired cash flow, for funding college education, for salary continuation in the case of death or terminal illness, for disability plans, for retirement funding strategies, and for qualified and nonqualified retirement plans; insurance consultation; risk management and insurance consultation with regard to equity investment transactions, executive compensation plans, deferred compensation plans and employee benefit plans; administration of employee benefit plans; financial investment in the field of securities; funds investment; funds investment consultation; investment advice
30th Jan 2005
30th Jan 2005
[ business planning; business consultation ]
30th Jan 2005
30th Jan 2005
[ printed matter, namely, financial newsletters and reports ]
31st Jan 2005
31st Jan 2005
No 76564375
No Service Mark
No 150467.00001
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
06th Sep 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
18th May 2016 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
18th May 2016 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
18th May 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
18th May 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
07th Mar 2016 | TEAS SECTION 8 & 9 RECEIVED |
30th Sep 2011 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |
30th Sep 2011 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
27th Sep 2011 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
01st Sep 2011 | TEAS SECTION 8 & 15 RECEIVED |