on 02 May 2023
Last Applicant/ Owned by
6801 EAST HILLSBOROUGH AVE.
TAMPA
FL
33610
Serial Number
97151538 filed on 01st Dec 2021
Registration Number
7040216 registered on 02th May 2023
Filing Basis
1. use application currently
Disclaimer
"EDUCATORS"
Providing custom designed educational programs in the field of financial guidance and planning exclusively for the education community, namely, 403(b) retirement savings accounts, approaching and living in retirement, avoiding emotional investing, basics of personal finance, college planning, drop retirement, drop termination rollover, health savings accounts, investment basics, investment types aRead More
Financial consultation and planning services, namely, providing custom designed financial guidance and planning exclusively for the education community in the field of 403(b) retirement savings accounts, approaching and living in retirement, avoiding emotional investing, basics of personal finance, college planning, drop retirement, drop termination rollover, health savings accounts, investment basics, investment types and risks, managing taxes on retirement income, Medicare, planning for long term care, social security benefits, women and money, and women and retirement; Charitable financial planning services, namely, providing complimentary financial counseling to help others create an individual, unique, and customized financial plan for budgeting, investment, and retirement
11th Jun 2021
11th Jun 2021
Providing custom designed educational programs in the field of financial guidance and planning exclusively for the education community, namely, 403(b) retirement savings accounts, approaching and living in retirement, avoiding emotional investing, basics of personal finance, college planning, drop retirement, drop termination rollover, health savings accounts, investment basics, investment types and risks, managing taxes on retirement income, Medicare, planning for long term care, social security benefits, women and money, and women and retirement; Charitable education services, namely, providing complimentary non-downloadable webinars, seminars, and in-person learning forums in the field of financial planning to members of the education community
11th Jun 2021
11th Jun 2021
No 97151538
No Service Mark
No 9167
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 02th May 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 02th May 2023 | REGISTERED-PRINCIPAL REGISTER |
| 14th Feb 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 14th Feb 2023 | PUBLISHED FOR OPPOSITION |
| 25th Jan 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 10th Jan 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 10th Jan 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 09th Jan 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 09th Jan 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 27th Dec 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
