on 30 May 2023
Last Applicant/ Owned by
6187 Carpinteria Avenue
Carpinteria
CA
93013
Serial Number
97259633 filed on 09th Feb 2022
Registration Number
7065689 registered on 30th May 2023
Correspondent Address
Kristin B. Kosinski, Esq.
Filing Basis
1. use application currently
Disclaimer
NO DATA
A full service financial services program for retirement planning and investing consisting of personalized financial planning for retirement, professional investment advice, and investment expertise and consultation in the field of retirement; a financial services program for individual retirement accounts (IRAs) and nonqualified accounts offering, in particular, funds investment, investment manag Read More
A full service financial services program for retirement planning and investing consisting of personalized financial planning for retirement, professional investment advice, and investment expertise and consultation in the field of retirement; a financial services program for individual retirement accounts (IRAs) and nonqualified accounts offering, in particular, funds investment, investment management of and distribution of annuities, professional financial management of mutual fund portfolios, individual mutual fund investments, strategic financial advisory services based on third-party strategist portfolios, and issuance and administration of annuity products
01st Dec 2011
01st Dec 2011
No 97259633
No Service Mark
No 21-44302
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
30th May 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
30th May 2023 | REGISTERED-PRINCIPAL REGISTER |
14th Mar 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
14th Mar 2023 | PUBLISHED FOR OPPOSITION |
22nd Feb 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
06th Feb 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
07th Jan 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
06th Jan 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
06th Jan 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
13th Oct 2022 | NON-FINAL ACTION WRITTEN |