on 19 May 2023
Last Applicant/ Owned by
304 Cascade Street
Osceola
WI
54020
Serial Number
85544201 filed on 16th Feb 2012
Registration Number
4291207 registered on 19th Feb 2013
Correspondent Address
OSCEOLA WI 54020
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial advisory services; Financial services, namely, fee-based investment management, financial planning, retirement plan advisement and financial advisement; Financial investment, research and equity research brokerage services; Brokerage services, namely, sale of financial instruments including, stocks, bonds, mutual funds, managed accounts, structured products, CDs, options, warrants, commo Read More
Financial advisory services; Financial services, namely, fee-based investment management, financial planning, retirement plan advisement and financial advisement; Financial investment, research and equity research brokerage services; Brokerage services, namely, sale of financial instruments including, stocks, bonds, mutual funds, managed accounts, structured products, CDs, options, warrants, commodities, exchange traded funds, unit investment trusts, and annuities; Insurance brokerage, administration, agency and consultancy services; Insurance services, namely, life and health insurance agency services
01st May 1996
01st May 1996
No 85544201
No Service Mark
No 10Year
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
19th May 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
19th May 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
19th May 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
19th May 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
02th Nov 2022 | TEAS SECTION 8 & 9 RECEIVED |
19th Feb 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
02th Mar 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
02th Mar 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
02th Mar 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
25th Jan 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |