section 8
on 24 Feb 2023
Last Applicant/ Owned by
451 Howard Ave.
Lakeland
FL
33815
Serial Number
86313255 filed on 18th Jun 2014
Registration Number
5018380 registered on 09th Aug 2016
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; financial planning and investment advisory services, namely, analysis of personal finances and development of a customized financial plan to meet fiscal goals, namely, estate planning, retirement planning and investment planning; financial advisory and consultancy services, nam Read More
Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; financial planning and investment advisory services, namely, analysis of personal finances and development of a customized financial plan to meet fiscal goals, namely, estate planning, retirement planning and investment planning; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve retirement; advisory services in the field of insurance, namely, life insurance, annuities and long term care insurance; financial services, namely, providing investment options available for variable annuity and variable life insurance products, securities, mutual funds, shares or stocks and other securities
29th May 2012
03rd Sep 2014
A web-based software as a service (SaaS) featuring software for retirement and financial planning, development of customized financial plan for users to meet their fiscal goals, namely, estate planning, retirement planning and investment planning, and development of reports and other tools to assist users with their retirement and financial planning, analysis, and objectives
29th May 2012
03rd Sep 2014
No 86313255
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
24th Feb 2023 | CANCELLED SEC. 8 (6-YR) |
13th Sep 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
13th Sep 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
13th Sep 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
13th Sep 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
09th Aug 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
09th Aug 2016 | REGISTERED-PRINCIPAL REGISTER |
02th Jul 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
01st Jul 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
09th Jun 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |