accepted and acknowledged
on 07 Feb 2024
Last Applicant/ Owned by
8695 College Parkway, Suite 100
Fort Myers
FL
33919
Serial Number
87121966 filed on 30th Jul 2016
Registration Number
5279470 registered on 05th Sep 2017
Correspondent Address
Jeanne L. Seewald
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary Banking services; financial services, namely, offering individual retirement accounts, investment and electronic funds transfers, electronRead More
Banking services; financial services, namely, offering individual retirement accounts, investment and electronic funds transfers, electronic debit and credit cards payment processing services, wealth management, retirement, estate and financial planning and financial investment of rollovers; providing financial asset management advice for individuals, fiduciaries, qualified retirement plans and foundations; trusteeship services in the nature of trustee representatives; Financial asset management and custodial services as appointed by the court for wards of the state; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds for others; financial administration of retirement plans; insurance brokerage; annuity services, namely, account and investment administration; financial asset management and custodial services, namely, maintaining possession of financial assets for others for financial management purposes as appointed by the court for wards of the state
01st Mar 2007
01st Mar 2007
Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
01st Mar 2007
01st Mar 2007
No 87121966
No Service Mark
No 204327.00020
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 07th Feb 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 07th Feb 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 07th Feb 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 17th Aug 2023 | TEAS SECTION 8 & 15 RECEIVED |
| 05th Sep 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 05th Sep 2017 | REGISTERED-PRINCIPAL REGISTER |
| 20th Jun 2017 | PUBLISHED FOR OPPOSITION |
| 20th Jun 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 31st May 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 11th May 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
