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YOUR LIFE. YOUR MONEY. YOUR WAY.
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 17 May 2022

Last Applicant/ Owned by

SUITE 300

BRECKSVILLE

OH

44141

Serial Number

86786483 filed on 13th Oct 2015

Registration Number

5080513 registered on 15th Nov 2016

in the Principal Register

Correspondent Address

Louis Licata

Louis Licata

600 EAST GRANGER ROAD

SUITE 200

CLEVELAND, OH 44131

Filing Basis

1. use application currently

Disclaimer

NO DATA

YOUR LIFE. YOUR MONEY. YOUR WAY.

Financial services, namely, wealth planning, wealth management, financial planning, retirement planning, and tax planning services for others

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, wealth planning, wealth management, financial planning, retirement planning, and tax planning services for others


First Use Date in General

01st Jul 2007

First Use Date in Commerce

01st Jul 2007

Mark Details


Serial Number

No 86786483

Mark Type

No Service Mark

Attorney Docket Number

No 247

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


Show more

Status DateAction Taken
17th May 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
17th May 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
17th May 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12th Jan 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
23rd Nov 2021TEAS SECTION 8 & 15 RECEIVED
15th Nov 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10th Nov 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
10th Nov 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10th Nov 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
15th Nov 2016REGISTERED-PRINCIPAL REGISTER