on 30 Apr 2024
Last Applicant/ Owned by
6020 East Fulton Street
Ada
MI
49301
Serial Number
85958907 filed on 13th Jun 2013
Registration Number
4474741 registered on 28th Jan 2014
Correspondent Address
R. Scott Keller
Filing Basis
1. filed as use application
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
07th Mar 2013
07th Mar 2013
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
07th Mar 2013
07th Mar 2013
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
07th Mar 2013
07th Mar 2013
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
07th Mar 2013
07th Mar 2013
[ sound recordings featuring financial sales and marketing techniques ]
07th Mar 2013
07th Mar 2013
No 85958907
No Service Mark
No 136574153651
No
No
No
No
No
No
No
No
26.17.09 -
Curved line(s), band(s) or bar(s)
Status Date | Action Taken |
---|---|
30th Apr 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
30th Apr 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
30th Apr 2024 | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 |
30th Apr 2024 | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED |
30th Apr 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
05th Jan 2024 | TEAS SECTION 8 & 9 RECEIVED |
28th Jan 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
24th Mar 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
24th Mar 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
24th Mar 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |