on 04 Dec 2019
Last Applicant/ Owned by
700 NEWPORT CENTER DRIVE
NEWPORT BEACH
CA
92660
Serial Number
77106680 filed on 13th Feb 2007
Registration Number
3811264 registered on 29th Jun 2010
Correspondent Address
Heather J. Kliebenstein
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
INSURANCE AND FINANCIAL SERVICES, NAMELY, LIFE INSURANCE [ AND ANNUITY ] UNDERWRITING, INSURANCE AND ANNUITY ADMINISTRATION, FINANCIAL MANAGEMENT AND BROKERAGE SERVICES FOR ALL TYPES OF INSURANCE [, REINSURANCE UNDERWRITING ] ; INSURANCE [ CLAIMS ] ADMINISTRATION AND PROCESSING; [ INSURANCE CONSULTATION; MUTUAL FUND MANAGEMENT SERVICES; MUTUAL FUND INVESTMENT, ADVISORY, DISTRIBUTION, ANALYSIS, PLA Read More
INSURANCE AND FINANCIAL SERVICES, NAMELY, LIFE INSURANCE [ AND ANNUITY ] UNDERWRITING, INSURANCE AND ANNUITY ADMINISTRATION, FINANCIAL MANAGEMENT AND BROKERAGE SERVICES FOR ALL TYPES OF INSURANCE [, REINSURANCE UNDERWRITING ] ; INSURANCE [ CLAIMS ] ADMINISTRATION AND PROCESSING; [ INSURANCE CONSULTATION; MUTUAL FUND MANAGEMENT SERVICES; MUTUAL FUND INVESTMENT, ADVISORY, DISTRIBUTION, ANALYSIS, PLANNING, DEVELOPMENT, BROKERAGE AND ADMINISTRATION SERVICES; MUTUAL FUND INVESTMENT CONSULTATION SERVICES; INVESTMENT OF FUNDS FOR OTHERS; ] INVESTMENT CONSULTATION, MANAGEMENT, BROKERAGE, AND ADVISORY SERVICES; [ INVESTMENT ADVICE; ] FINANCIAL INVESTMENT IN THE FIELDS OF ANNUITIES, [ COLLEGE SAVING PLANS, ] SECURITIES [, DERIVATIVES, REAL ESTATE, PRIVATE PLACEMENTS, FUNDING AGREEMENTS, AND VENTURE CAPITAL ] ; FINANCIAL SERVICES, NAMELY, CONSULTATION, ANALYSIS, PLANNING, AND MANAGEMENT SERVICES IN THE FIELDS OF ANNUITIES [ AND COLLEGE SAVING PLANS; MAINTAINING ESCROW ACCOUNTS FOR INVESTMENTS; INVESTMENT AND ADMINISTRATION OF EMPLOYEE PENSION PLANS; FUND INVESTMENT CONSULTATION; CAPITAL INVESTMENT CONSULTATION; REAL ESTATE INVESTMENT AND MANAGEMENT; AND MORTGAGE LENDING AND MORTGAGE LOAN SERVICING ] ; INVESTMENT MANAGEMENT SERVICES
29th Dec 2009
11th Jan 2010
No 77106680
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
02th Sep 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
02th Sep 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
02th Sep 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
02th Sep 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
02th Sep 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
04th Dec 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
04th Dec 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
04th Dec 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
04th Dec 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
22nd Oct 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |