express
on 17 Jan 2023
Last Applicant/ Owned by
110 West High Street
Bryan
OH
43506
Serial Number
90777603 filed on 16th Jun 2021
Registration Number
N/A
Correspondent Address
Gregory B. Perleberg
Filing Basis
1. use application currently
Disclaimer
NO DATA
Arranging and conducting of seminars and workshops in the field of financial planning, individual retirement account (IRA) services and investments provided electronically that range from automated investment management services to scheduling traditional in-person and/or online appointments financial advisors and financial planning services that offer many of the services of a traditional financia Read More
Arranging and conducting of seminars and workshops in the field of financial planning, individual retirement account (IRA) services and investments provided electronically that range from automated investment management services to scheduling traditional in-person and/or online appointments financial advisors and financial planning services that offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Arranging and conducting of educational seminars financial planning, individual retirement account (IRA) services and investments provided electronically that range from automated investment management services to scheduling traditional in-person and/or online appointments financial advisors and financial planning services that offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Conducting of seminars in the field of financial and investment services, namely, securities brokerage, financial advisory services, financial consulting, estate planning; Conducting workshops and seminars in financial planning, individual retirement account (IRA) services and investments provided electronically that range from automated investment management services to scheduling traditional in-person and/or online appointments financial advisors and financial planning services that offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Educational services, namely, conducting personal finance consulting, news reporting services in the field of financial news, financial research, financial planning, individual retirement account (IRA) services, financial advisory services, securities brokerage, estate planning, and investment strategy for individuals and families in the field of Financial fand investment services; On-line journals, namely, blogs featuring information about wealth management, financial planning, individual retirement account (IRA) services and investments; Providing a website featuring blogs and non-downloadable publications in the nature of wealth management, individual retirement account (IRA) services, and investment strategies in the field(s) of financial planning; Providing a website featuring non-downloadable videos in the field of financial planning; Providing classes, workshops, seminars and camps in the field of financial and investment services, namely, securities brokerage, financial advisory services, financial consulting, estate planning
01st Jul 2020
17th Jul 2020
No 90777603
No Service Mark
No 00634
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
17th Jan 2023 | ABANDONMENT NOTICE E-MAILED - EXPRESS ABANDONMENT |
17th Jan 2023 | ABANDONMENT - EXPRESS MAILED |
16th Jan 2023 | TEAS EXPRESS ABANDONMENT RECEIVED |
24th Aug 2022 | NOTIFICATION OF FINAL REFUSAL EMAILED |
24th Aug 2022 | FINAL REFUSAL E-MAILED |
24th Aug 2022 | FINAL REFUSAL WRITTEN |
27th Jul 2022 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
27th Jul 2022 | TEAS VOLUNTARY AMENDMENT RECEIVED |
14th Mar 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
14th Mar 2022 | NON-FINAL ACTION E-MAILED |