on 02 Mar 2021
Last Applicant/ Owned by
8775 FOLSOM BLVD #100
SACRAMENTO
CA
95826
Serial Number
88163683 filed on 22nd Oct 2018
Registration Number
6283651 registered on 02th Mar 2021
Correspondent Address
Kimberlee A. Boyle
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"FINANCIAL"
Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools "FINANCIAL" Tax preparation; Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping Financial planning for retirement; Financial retirement plan consRead More
Providing temporary use of online, non-downloadable software for providing financial information in the nature of investment, retirement, and financial information, assessments, planning, and management tools
27th Apr 2019
27th Apr 2019
Educational services, namely, providing seminars, webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, a continuing program about retirement planning, financial planning, financial information, investments, and money management accessible by radio and podcast; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management
27th Apr 2019
27th Apr 2019
Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment management services; Providing information and research in the field of finance and financial investments; Securities brokerage services; Investment brokerage; Financial services in the nature of analysis, consultation and forecasting, investment management, financial planning, retirement planning, portfolio analysis and management, estate planning consultation, risk management, investment brokerage services, trust and inheritance planning
27th Apr 2019
27th Apr 2019
Tax preparation; Tax planning, advice, information, and consultancy services; Accounting services; Bookkeeping
27th Apr 2019
27th Apr 2019
No 88163683
No Service Mark
No ALLW-0001
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 20th Jul 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 20th Jul 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 20th Jul 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 02th Mar 2021 | REGISTERED-PRINCIPAL REGISTER |
| 28th Jan 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 27th Jan 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 25th Jan 2021 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 25th Jan 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 25th Jan 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 15th Jan 2021 | SU - FINAL REFUSAL - WRITTEN |
