accepted and acknowledged
on 09 Jan 2021
Last Applicant/ Owned by
9070 Irvine Center Drive, #230
Irvine
CA
92618
Serial Number
86389363 filed on 09th Sep 2014
Registration Number
4798270 registered on 25th Aug 2015
Correspondent Address
Charlene A. Azema
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial planning; Providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; Financial analysis and research services; Financial consulting services, including expert an Read More
Financial planning; Providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; Financial analysis and research services; Financial consulting services, including expert analysis in finance; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Strategic and tactical financial advisory services; Insurance and financial information and consultancy services; Estate trust management; Estate planning; Financial asset management; Retirement plan consulting; Retirement plan asset management; Financial retirement plan advisory consulting
10th Feb 2005
10th Feb 2005
No 86389363
No Service Mark
No LORNG.006T
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
25th Aug 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
10th Feb 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
10th Feb 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
10th Feb 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
10th Feb 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
10th Feb 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
10th Feb 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
10th Jan 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
09th Jan 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
08th Jan 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |