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BROAD REACH WEALTH MANAGEMENT

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BROAD REACH WEALTH MANAGEMENT
Live/Registered
REGISTERED AND RENEWED

on 16 Dec 2021

Last Applicant/ Owned by

Broad Reach Wealth Management, LLC

1800 Second Street, Suite 700 C

Sarasota

FL

34236

Serial Number

85351264 filed on 21st Jun 2011

Registration Number

4090866 registered on 24th Jan 2012

in the Principal Register

Correspondent Address

Douglas A. Cherry

SHUMAKER, LOOP & KENDRICK, LLP

240 S PINEAPPLE AVE

SARASOTA FL 34236-6717

Filing Basis

1. use application currently

Disclaimer

"WEALTH MANAGEMENT"

BROAD REACH WEALTH MANAGEMENT

"WEALTH MANAGEMENT" Financial planning and investment advisory services

Classification Information

Class [036]
Insurance & Financial Services

Financial planning and investment advisory services

First Use Date in General

30th May 2008

First Use Date in Commerce

30th May 2008

Mark Details

Serial Number

No 85351264

Mark Type

No Service Mark

Attorney Docket Number

No B12363144807

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
16th Dec 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
16th Dec 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
16th Dec 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
16th Dec 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
14th Jul 2021TEAS SECTION 8 & 9 RECEIVED
24th Jan 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07th Apr 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06th Apr 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06th Apr 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07th Feb 2017TEAS SECTION 8 & 15 RECEIVED