mailed
on 31 Jul 2024
Last Applicant/ Owned by
3220 SW 33rd Rd
OCALA
FL
34474
Serial Number
97590817 filed on 14th Sep 2022
Registration Number
N/A
Correspondent Address
Christine McLeod
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
annuity sales promotion for individual consumers; sales promotion of insurance for individual consumers in the fields life insurance policies and annuity contracts for others Financial services, namely, wealth management services for individual consumers; financial retirement plan consulting services for individual consumers; financial risk management and consultation services for individual cons Read More
Education and entertainment services provided via a website, blog, social media, non-downloadable publications, radio, and podcast, namely, providing classes in the field of financial and retirement planning directed to individual consumers; Production and distribution of an ongoing radio show and podcast in the field of financial and retirement planning directed to individual consumers; Arranging and conducting of seminars and workshops in the field of financial and retirement planning directed to individual consumers; all the foregoing excluding the field of software products or services
30th Jun 2017
30th Jun 2017
Financial services, namely, wealth management services for individual consumers; financial retirement plan consulting services for individual consumers; financial risk management and consultation services for individual consumers; Annuity consulting for individual consumers; Estate planning for individual consumers; Long term care planning, namely, long term care financial planning for individual consumers; Financial planning for individual consumers; Financial planning for retirement for individual consumers; Insurance consultancy in the fields life insurance policies and annuity contracts for others namely, for individual consumers; Investment advisory services for individual consumers; Investment management and account administration for individual consumers; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, all the foregoing for individual consumers; Providing information and advice in the field of finance, financial investments, insurance, annuities, and the financial aspects of retirement, all the foregoing for individual consumers; Providing financial information via a website for use by and directed to individual consumers and excluding the provision of software products or services
30th Jun 2017
30th Jun 2017
annuity sales promotion for individual consumers; sales promotion of insurance for individual consumers in the fields life insurance policies and annuity contracts for others
30th Jun 2017
30th Jun 2017
Downloadable publications and e-books in the field of financial and retirement planning for individual consumers
30th Jun 2017
30th Jun 2017
No 97590817
No Service Mark
No 16604-002
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
31st Jul 2024 | LETTER OF SUSPENSION E-MAILED |
31st Jul 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
31st Jul 2024 | SUSPENSION LETTER WRITTEN |
30th Jun 2024 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
30th Jun 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
30th Jun 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
12th Feb 2024 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
07th Aug 2023 | LETTER OF SUSPENSION E-MAILED |
07th Aug 2023 | SUSPENSION LETTER WRITTEN |
07th Aug 2023 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |