on 01 Feb 2024
Last Applicant/ Owned by
6020 East Fulton Street
Ada
MI
49301
Serial Number
85861831 filed on 27th Feb 2013
Registration Number
4641852 registered on 18th Nov 2014
Correspondent Address
R. Scott Keller
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retiremen Read More
Educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics
30th Nov 1987
30th Nov 1987
Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products
30th Nov 1987
30th Nov 1987
Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors
30th Nov 1987
30th Nov 1987
[ Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management ]
30th Nov 1987
30th Nov 1987
No 85861831
No Service Mark
No 136574153645
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
01st Feb 2024 | ASSIGNED TO PARALEGAL |
01st Feb 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
01st Feb 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
01st Feb 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
22nd Jan 2024 | TEAS SECTION 8 & 9 RECEIVED |
18th Nov 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
23rd Feb 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
23rd Feb 2021 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
23rd Feb 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
18th Nov 2020 | TEAS SECTION 8 & 15 RECEIVED |