accepted and acknowledged
on 04 Sep 2024
Last Applicant/ Owned by
2402 S. Rural Rd. Ste 201
TEMPE
AZ
85282
Serial Number
86741207 filed on 28th Aug 2015
Registration Number
5266562 registered on 15th Aug 2017
Correspondent Address
Sandra L Etherton
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Tax consultation relating to tax minimization strategy Providing information and advice in the fields of aligning financial goals with life goals; financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; financial planning; financial planning for retirement Educational services, namely, home study courses and c Read More
Educational services, namely, home study courses and conducting online and in-person seminars in the fields of aligning financial goals with life goals, financial investment strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, wealth management strategy, financial planning and retirement planning
16th Sep 2016
16th Sep 2016
Providing information and advice in the fields of aligning financial goals with life goals; financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; financial planning; financial planning for retirement
16th Sep 2016
16th Sep 2016
Tax consultation relating to tax minimization strategy
16th Sep 2016
16th Sep 2016
No 86741207
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
04th Sep 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
04th Sep 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
04th Sep 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
15th Feb 2024 | TEAS SECTION 8 & 15 RECEIVED |
15th Aug 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
05th Aug 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
05th Aug 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
05th Aug 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
05th Sep 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
15th Feb 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |