accepted
on 25 Aug 2023
Last Applicant/ Owned by
8044 Montgomery Road, Suite 640
Cincinnati
OH
45236
Serial Number
86675967 filed on 26th Jun 2015
Registration Number
5169228 registered on 28th Mar 2017
Correspondent Address
Amanda J. Penick
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Consulting in the field of health, mental health, and wellness to bring about personal happiness; Wellness and health-related consulting services Regulatory compliance consulting in the field of retirement plan administration Assistance with business management and planning; Business succession planning; Cost management for the health benefit plans of others; Cost management for the health care Read More
Regulatory compliance consulting in the field of retirement plan administration
01st Jan 1981
01st Jan 1981
Consulting in the field of health, mental health, and wellness to bring about personal happiness; Wellness and health-related consulting services
01st Jan 1981
01st Jan 1981
Education services, namely, providing seminars, webinars, roundtables, and workshops in the fields of life insurance for estate and business planning, employee benefits consulting, health benefits, and wealth management
01st Jan 1981
01st Jan 1981
Advice relating to investments; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Consultancy of capital investment; Estate planning; Equity capital investment; Financial advice; Financial advice and consultancy 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 investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Funds investment; Global investment research services; Investment advice; Investment advisory services; Investment brokerage; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Management of a capital investment fund; Mutual fund brokerage; Mutual fund investment; Private equity fund investment services; Providing counseling and consulting in the field of health care benefits and employee benefits; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, namely, updates and alerts, via website, internet and newsletters, in the field of life insurance for estate and business planning, employee benefits consulting, health benefits, namely, employee health benefits, healthcare benefits, and health benefit plans, and wealth management
01st Jan 1981
01st Jan 1981
Assistance with business management and planning; Business succession planning; Cost management for the health benefit plans of others; Cost management for the health care benefit plans of others
01st Jan 1981
01st Jan 1981
No 86675967
No Service Mark
No HO153.100007
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 25th Aug 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 25th Aug 2023 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| 25th Aug 2023 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| 25th Aug 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 28th Mar 2023 | TEAS SECTION 8 RECEIVED |
| 13th May 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 13th May 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 13th May 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 13th May 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 13th May 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
