record initialized not assigned to examiner
on 18 Nov 2023
Last Applicant/ Owned by
1445 Victor Ave.
Redding
CA
96003
Serial Number
98270993 filed on 15th Nov 2023
Registration Number
N/A
Correspondent Address
GLENN K. ROBBINS II
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, writing various life and health insurance policies; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; rRead More
Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others to promote awareness of the need for independence and stability, namely, financial, mental and emotional health, lifestyle, and wellness
Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, writing various life and health insurance policies; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; retirement plan administration services; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs. Finance-related consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances; Financial advice; Financial management; Financial trust planning; Financial asset management; Financial planning for retirement; Retirement Planning; Investment Tax Strategy; Retirement Income Planning; Healthcare Planning; Financial Legacy Planning; Investment advisory services; Financial Services; Investment advice; Mutual fund investment; Financial planning and investment advisory services; Annuity Services, namely, account and investment administration
No 98270993
No Service Mark
No 5514670-4
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 20th Dec 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 18th Nov 2023 | NEW APPLICATION ENTERED |
