section 8
on 22 Dec 2017
Last Applicant/ Owned by
6205 Barcelona Ct.
Granite Bay
CA
95864
Serial Number
77815561 filed on 28th Aug 2009
Registration Number
3960376 registered on 17th May 2011
Correspondent Address
SHEILA LAMB CARROLL
Filing Basis
1. use application currently
Disclaimer
"GROUP"
The name(s), portrait(s), and/or signature(s) shown in the mark does not identify a particular living individual. Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services,Read More
Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Connecting buyers and sellers of financial assets; 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; Facilitating the exchange of needed information for financial compensation via the Internet; Preparing financial reports for others
01st Jan 1995
29th Aug 2000
Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; 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 of others; Financial asset management; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance and financial information and consultancy services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line financial calculators; Providing on-line information in the field of charitable monetary giving through financial and estate planning
01st Jan 1995
29th Aug 2000
No 77815561
No Service Mark
No Sheila Lamb
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 22nd Dec 2017 | CANCELLED SEC. 8 (6-YR) |
| 23rd Sep 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 17th May 2011 | REGISTERED-PRINCIPAL REGISTER |
| 01st Mar 2011 | PUBLISHED FOR OPPOSITION |
| 01st Mar 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 25th Jan 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 23rd Jan 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 03rd Aug 2010 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| 03rd Aug 2010 | LETTER OF SUSPENSION E-MAILED |
| 03rd Aug 2010 | SUSPENSION LETTER WRITTEN |
