on 16 Jul 2024
Last Applicant/ Owned by
325 Milano Lane, Suite 204
Melbourne
FL
32940
Serial Number
97534592 filed on 04th Aug 2022
Registration Number
7451391 registered on 16th Jul 2024
Correspondent Address
Allison Z. Gifford
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Business consultation services in the field of regulation and company policy compliance oversight to independent advisors, financial professionals and insurance professionals; Providing continuity and business succession planning services for financial professionals; promoting the interests of financial professionals with regulators by means of public advocacy; Administration of a discount program Read More
Investment management and advisory services; financial and estate planning consultation services; financial planning, namely, creating personalized strategies for families or family offices, estate planning services for families or family offices; financial services, namely wealth management services; providing information in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning for retirement; financial retirement plan consulting services; insurance agency and brokerage services; insurance services, namely, writing property and casualty insurance; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; financial consulting and advising in the field of mergers and acquisitions
29th Aug 2021
29th Aug 2021
Business consultation services in the field of regulation and company policy compliance oversight to independent advisors, financial professionals and insurance professionals; Providing continuity and business succession planning services for financial professionals; promoting the interests of financial professionals with regulators by means of public advocacy; Administration of a discount program enabling participants to obtain discounts on the cost of products and services and receive improved services for financial and insuranceprofessionals for the operation of their businesses; Facilitating a network of financial professionals for business networking and sharing of expertise;Tax planning services for families and family offices
29th Aug 2021
29th Aug 2021
No 97534592
No Service Mark
No 192138-5001
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
16th Jul 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
16th Jul 2024 | REGISTERED-PRINCIPAL REGISTER |
12th Jun 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
28th May 2024 | STATEMENT OF USE PROCESSING COMPLETE |
28th May 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
01st May 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
30th Apr 2024 | SOU EXTENSION 1 GRANTED |
30th Apr 2024 | SOU EXTENSION 1 FILED |
30th Apr 2024 | SOU TEAS EXTENSION RECEIVED |
30th Apr 2024 | TEAS STATEMENT OF USE RECEIVED |