Insurance services, namely, consultation, brokerage and underwriting of insurance policies for worker's compensation, business liability, personal umbrella, disability income, long-term care, and life insurance; Insurance services, namely, consultation, brokerage and underwriting of insurance policies for automobiles, motorcycles, boats, and recreational vehicles; Insurance services, namely, consultation, brokerage and underwriting of insurance policies for renters, homeowners, institutions, and businesses; Financial services for employee benefit plans, namely, consultation, administration and investment management of pension funds, SIMPLE IRAs, profit sharing plans, and 401(k) plans; Financial services for retirement, namely, consultation, administration and investment management of traditional and Roth IRAs, fixed and variable annuities, and client retirement portfolios; Financial services for investments, namely, management and distribution of annuities, mutual funds, unit investment trusts, and securities; Financial services for business continuation, namely, consultation regarding insurance buy/sell strategies, funding option analysis, and key person insurance; Financial services for executive benefits, namely, consultation, management and distribution of executive bonus plans concerning insurance and finance, supplemental executive retirement plans, and split dollar insurance; Financial services for deferred compensation, namely, consultation, management and distribution of salary continuation plans and non-qualified executive benefits; Financial services, namely, consultation for asset management programs and comprehensive financial plans

First Use Date in General

31^st May 2011

First Use Date in Commerce

31^st May 2011

Mark Details

Serial Number

No 85448765

Mark Type

No Service Mark

Attorney Docket Number

44D Filed

44D Current

44E filed

44E Current

66A Filed

66A Current

Current Basis

No Basis

Legal History

Status Date	Action Taken
27^th Nov 2024	ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
01^st Mar 2024	CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
20^th Aug 2022	COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
17^th Apr 2019	ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
17^th Apr 2019	TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
15^th Apr 2019	TEAS CHANGE OF CORRESPONDENCE RECEIVED
22^nd Mar 2019	NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
22^nd Mar 2019	REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
20^th Mar 2019	CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12^th Feb 2019	TEAS SECTION 8 & 15 RECEIVED

YOUR PROTECTION IS OUR MISSION

Classification Information

Class [036]Insurance & Financial Services