accepted and acknowledged
on 09 Jun 2023
Last Applicant/ Owned by
SUITE 480
ALISO VIEJO
CA
92656
Serial Number
86973878 filed on 13th Apr 2016
Registration Number
5099495 registered on 13th Dec 2016
Correspondent Address
Richard D. Harris
Filing Basis
1. use application currently
Disclaimer
NO DATA
Business education and training services, namely, providing educational conferences, seminars, online training sessions, webinars, and online non-downloadable videos in the fields of retirement plans, financial planning, and employee benefits; interactive online training services in the fields of retirement plans, investment advice, financial planning, and employee benefits; providing training forRead More
Providing a members-only website featuring technology which provides financial professional members with the ability to obtain information and analysis regarding investment advice, financial investments, mutual funds, annuities and retirement plans; providing an interactive website featuring technology that allows users to access and synthesize information and generate reports for use in providing investment advice, financial advisory and retirement planning services; providing technology consulting in the fields of retirement plans, financial planning, and employee benefits
31st Aug 2008
31st Aug 2008
Business education and training services, namely, providing educational conferences, seminars, online training sessions, webinars, and online non-downloadable videos in the fields of retirement plans, financial planning, and employee benefits; interactive online training services in the fields of retirement plans, investment advice, financial planning, and employee benefits; providing training for retirement plan consultants and financial advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of retirement plans, financial planning, and employee benefits
31st Aug 2008
31st Aug 2008
Business marketing and consulting services in the fields of retirement plans, investment advice, financial planning, and employee benefits; marketing advisory services in the fields of retirement plans, financial planning, and employee benefits; consulting services in the field of practice management for retirement plan consultants and financial advisors; providing business planning and marketing solutions for retirement plan consultants and financial advisors
31st Aug 2008
31st Aug 2008
Financial consulting and advisory services in the fields of retirement plans, investment advice, financial planning, and employee benefits; financial retirement plan consulting services; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information in the fields of retirement plans, investment advice, financial planning, and employee benefits; financial due diligence services in the fields of financial investments, investment advice, mutual funds, annuities and retirement plans; providing information and analysis in the fields of financial investments, mutual funds, annuities and retirement plans
31st Aug 2008
31st Aug 2008
No 86973878
No Service Mark
No 110744.01690
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 09th Jun 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 09th Jun 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 17th May 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 07th Dec 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 13th Dec 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 13th Dec 2016 | REGISTERED-PRINCIPAL REGISTER |
| 27th Sep 2016 | PUBLISHED FOR OPPOSITION |
| 27th Sep 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 07th Sep 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 19th Aug 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
