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YOUR INDEPENDENT FINANCIAL PLANNING TEAM
Dead/Cancelled
CANCELLED - SECTION 8

section 8

on 19 Aug 2022

Last Applicant/ Owned by

11835 West Olympic Boulevard Ste 1150 E

Los Angeles

CA

90025

Serial Number

75902523 filed on 24th Jan 2000

Registration Number

2537217 registered on 05th Feb 2002

in the Principal Register

Correspondent Address

LORI STOCKTON KOZAK

LORI STOCKTON KOZAK

12400 WILSHIRE BOULEVARD, SEVENTH FLOOR

LOS ANGELES CA 90025-1040

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

YOUR INDEPENDENT FINANCIAL PLANNING TEAM

Financial and insurance services, namely, comprehensive financial planning; financial planning to maintain desired cash flow; estate planning; tax planning; financial planning and consultation for charitable giving; portfolio management and asset allocation; financial analysis and consultation for funding college education, for salary continuation in the case of death or terminal illness, for disa Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial and insurance services, namely, comprehensive financial planning; financial planning to maintain desired cash flow; estate planning; tax planning; financial planning and consultation for charitable giving; portfolio management and asset allocation; financial analysis and consultation for funding college education, for salary continuation in the case of death or terminal illness, for disability plans, for retirement funding strategies, and for qualified and non-qualified retirement plans; insurance consultation; risk management and insurance consultation with regard to equity investment transactions, executive compensation plans, deferred compensation plans and employee benefit plans


First Use Date in General

26th Sep 2001

First Use Date in Commerce

26th Sep 2001

Mark Details


Serial Number

No 75902523

Mark Type

No Service Mark

Attorney Docket Number

No 004588.T003

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


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Status DateAction Taken
19th Aug 2022CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
01st Sep 2011REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
01st Sep 2011REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
29th Aug 2011TEAS SECTION 8 & 9 RECEIVED
26th Jan 2009REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09th Jan 2009PAPER RECEIVED
20th Dec 2007ASSIGNED TO PARALEGAL
06th Dec 2007TEAS SECTION 8 & 15 RECEIVED
11th Apr 2007CASE FILE IN TICRS
10th Jun 2005CORRECTION UNDER SECTION 7 ¿ PROCESSED