on 30 Jul 2024
Last Applicant/ Owned by
7500 SW 78th Ct
Miami
FL
33143
Serial Number
98017572 filed on 29th May 2023
Registration Number
7460554 registered on 30th Jul 2024
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Platform as a service (PAAS) featuring computer software platforms for connecting, sharing, and finding resources related to finance and insurance, providing and received being transmitting and viewing trainings related to finance and insurance, and engaging in social networking for use by finance advisors, insurance agents, and general public, featuring CRM capabilities, blog access, email market Read More
Platform as a service (PAAS) featuring computer software platforms for connecting, sharing, and finding resources related to finance and insurance, providing and received being transmitting and viewing trainings related to finance and insurance, and engaging in social networking for use by finance advisors, insurance agents, and general public, featuring CRM capabilities, blog access, email marketing, resource libraries, analytics, sales tracking, lead management, testimonial tracking, educational courses, training and access to social media brand collateral; Computer services, namely, creating an on-line community for registered users to participate in discussions, get feedback from their peers, form virtual communities, engage in social networking
15th Oct 2020
21st Mar 2021
Educational services, namely, classes, seminars, workshops, and training for individuals and groups in the field of finance, insurance, retirement strategy, estate planning, wealth and entrepreneurship; Workshops, courses, and seminars in the fields of finance, insurance, retirement strategy, estate planning and wealth and entrepreneurship; training in the field of finance; training in the field of insurance; training in the field of retirement strategy; training in the field of estate planning; training in the field of wealth and entrepreneurship; Educational services, namely, classes, seminars, workshops, and training for individuals and groups in the field of financial literacy; Providing on-line training courses, classes, seminars and workshops in the field of finance, insurance, retirement strategy, estate planning, wealth and entrepreneurship; Training courses in strategic planning relating to advertising, promotion, marketing and business; Training courses for individuals in the field of finance, insurance, retirement strategy, estate planning, wealth and entrepreneurship to become a license financial professional
15th Aug 2004
30th Dec 2015
Financial consulting; Financial retirement plan consulting services; Financial planning for retirement; Estate planning; financial planning; Financial planning consultation; Financial analysis; Financial portfolio analysis services; Financial planning services, namely, in the nature of budgeting, establishing retirement savings accounts including 401Ks, IRA's, 403bs and pensions; Administration of group employer and employee benefits plans concerning insurance and finance, namely, life, disability and health insurance plans; Estate trust planning and management; Financial trust planning; Financial trust administration; Financial and estate Trust consulting being management in the field of life insurance and wealth replacement; Insurance consulting in the field of life, disability and long term care; insurance agency and brokerage; insurance brokerage; insurance brokerage services; Administration of employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare, namely, life insurance and retirement plans; Financial administration of retirement plans; Annuity services, namely, account and investment administration; Providing insurance information; Provision of financial information; Financial information and evaluations; Consulting and information concerning insurance; Advice on finance during retirement; Consulting services in the field of employee benefit plans concerning insurance and finance; Providing information in the field of finance; Providing information in the field of personal finance; Providing information in the field of finance via a website; Providing information in the field of personal finance via a website; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; financial advice related to goal setting; financial advice in the nature of financial budgeting and forecasting
15th Aug 2004
30th Dec 2015
Business consulting services; business strategy consulting in the fields of insurance strategy, retirement strategy, executive compensation, business continuation programs; marketing services; business consulting, namely, preparing business for launch; Business consulting services in the field of continuation strategies and goal setting
15th Aug 2004
30th Dec 2015
Downloadable mobile application for connecting, sharing, and finding resources related to finance and insurance, providing and received being transmitting and viewing trainings related to finance and insurance, and engaging in social networking for use by finance advisors, insurance agents, and general public, featuring CRM capabilities, blog access, email marketing, resource libraries, analytics, sales tracking, lead management, testimonial tracking, educational courses, training and access to social media brand collateral
15th Oct 2020
21st Mar 2021
No 98017572
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
30th Jul 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
30th Jul 2024 | REGISTERED-PRINCIPAL REGISTER |
14th May 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
14th May 2024 | PUBLISHED FOR OPPOSITION |
24th Apr 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
09th Apr 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
09th Apr 2024 | EXAMINER'S AMENDMENT ENTERED |
09th Apr 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
09th Apr 2024 | EXAMINERS AMENDMENT E-MAILED |
09th Apr 2024 | EXAMINERS AMENDMENT -WRITTEN |