on 18 Apr 2016
Last Applicant/ Owned by
120 Vantis
Aliso Viejo
CA
92656
Serial Number
86973900 filed on 31st Dec 1969
Registration Number
N/A
Correspondent Address
Richard D. Harris
Filing Basis
1. use application currently
Disclaimer
NO DATA
Business education and training services, namely, providing conferences, seminars, online training sessions, webinars, and online videos in the fields of retirement plans, financial planning, and employee benefits; interactive online training services in the fields of retirement plans, investment advice, financial planning, and employee benefits; providing training for retirement plan consultants Read More
Business marketing and consulting services in the fields of retirement plans, investment advice, financial planning, and employee benefits; marketing advisory services in the fields of retirement plans, financial planning, and employee benefits; consulting services in the field of practice management for retirement plan consultants and financial advisors; providing business planning and marketing solutions for retirement plan consultants and financial advisors
13th Sep 2015
13th Sep 2015
Financial consulting and advisory services in the fields of retirement plans, investment advice, financial planning, and employee benefits; financial retirement plan consulting services; providing a web site that assists financial professionals in the management of retirement accounts; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information and marketing materials in the fields of retirement plans, investment advice, financial planning, and employee benefits; financial due diligence services in the fields of financial investments, investment advice, mutual funds, annuities and retirement plans; providing information and analysis in the fields of financial investments, mutual funds, annuities and retirement plans
13th Sep 2015
13th Sep 2015
Business education and training services, namely, providing conferences, seminars, online training sessions, webinars, and online videos in the fields of retirement plans, financial planning, and employee benefits; interactive online training services in the fields of retirement plans, investment advice, financial planning, and employee benefits; providing training for retirement plan consultants and financial advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of retirement plans, financial planning, and employee benefits
13th Sep 2015
13th Sep 2015
Providing a members-only website featuring technology which provides members with the ability to obtain information and analysis regarding investment advice, financial investments, mutual funds, annuities and retirement plans; providing an interactive website featuring technology that allows users to access and synthesize information and generate reports for use in providing investment advice, financial advisory and retirement planning services; providing technology consulting in the fields of retirement plans, financial planning, and employee benefits
13th Sep 2015
13th Sep 2015
No 86973900
No Service Mark
No 110744.01730
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Jun 2016 | FAX RECEIVED |
16th Apr 2016 | NEW APPLICATION ENTERED IN TRAM |