on 29 Jun 2023
Last Applicant/ Owned by
800 Red Brook Boulevard
Owings Mills
MD
21117
Serial Number
85743921 filed on 02th Oct 2012
Registration Number
4438635 registered on 26th Nov 2013
Correspondent Address
Kimberly S. Grimsley
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Financial consultation in the field of investment planning, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning, income protection and asset preservation; Finan Read More
Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Financial consultation in the field of investment planning, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning, income protection and asset preservation; Financial planning for retirement; Financial services, namely, wealth management services
01st Jan 2005
01st Jun 2006
No 85743921
No Service Mark
No
No
No
No
No
No
No
No
No
26.05.21 -
Triangles that are completely or partially shaded
Status Date | Action Taken |
---|---|
29th Jun 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
29th Jun 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
29th Jun 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
29th Jun 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
10th May 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
10th May 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
10th May 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
01st Dec 2022 | TEAS SECTION 8 & 9 RECEIVED |
26th Nov 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
19th Nov 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |