on 22 Sep 2022
Last Applicant/ Owned by
11th Floor
New York
NY
10036
Serial Number
85268006 filed on 16th Mar 2011
Registration Number
4117333 registered on 27th Mar 2012
Correspondent Address
Richard D. Harris
Filing Basis
1. use application currently
Disclaimer
"ADVISORS"
[ Educational services, namely, conducting employee seminars on the subject of group health insurance ] Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely, survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, Read More
Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs
24th Oct 2000
24th Oct 2000
Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely, survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, whole life insurance, group universal life insurance, group variable universal life insurance, BOLI/COLI; disability insurance; long term care insurance; property and casualty insurance, namely, automobile and home insurance; group benefits insurance, namely, group health insurance, long term disability insurance, short term disability insurance, dental insurance, flexible spending accounts, life insurance, vision plans, section 125 plans; (2) providing financial planning services, namely, fee based financial planning, asset allocation modeling, cash flow modeling, consolidated balance sheet preparation, deferred compensation elections, estate planning review, stock options planning, wealth management system; (3) brokerage of investment planning, namely, mutual funds, portfolio analysis, performance reporting, hedging strategies, tax efficiency analysis, 529 college savings plans; (4) brokerage of retirement planning, namely, IRA's, 401k's, tax deferred annuities, deferred compensation programs, alternate pension programs; and (5) providing estate planning services, namely, gift and estate tax strategies, multi-generational planning, asset valuation discount techniques, charitable planning, asset protection, trusts
24th Oct 2000
24th Oct 2000
[ Educational services, namely, conducting employee seminars on the subject of group health insurance ]
24th Oct 2000
24th Oct 2000
No 85268006
No Service Mark
No 110744.01940
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
22nd Sep 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
22nd Sep 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
22nd Sep 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
22nd Sep 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
28th Mar 2022 | TEAS SECTION 8 & 9 RECEIVED |
27th Mar 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
05th Apr 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
05th Apr 2018 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
05th Apr 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
27th Mar 2018 | TEAS SECTION 8 & 15 RECEIVED |