accepted and acknowledged
on 01 Oct 2021
Last Applicant/ Owned by
5780 POWERS FERRY ROAD, NW
ATLANTA
GA
30327
Serial Number
86269769 filed on 02th May 2014
Registration Number
4765733 registered on 30th Jun 2015
Correspondent Address
Catherine H. Stockell
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of life, health, disability, annuities, and employee benefits insurance; insurance underwriting, brokerage and administration in the field of stop loss insurance; mutual fund and investment brokerage; financial risk management; financial administration of retirement, employee benefits, and aRead More
Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of life, health, disability, annuities, and employee benefits insurance; insurance underwriting, brokerage and administration in the field of stop loss insurance; mutual fund and investment brokerage; financial risk management; financial administration of retirement, employee benefits, and annuity plans and programs; retirement funds investment services; providing financial information in the field of retirement planning; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; investment management services; securities brokerage services; mutual fund investment services; financial planning services; reinsurance underwriting services
16th Jun 2014
16th Jun 2014
Providing temporary use of non-downloadable software that allows users to organize, integrate and manage on one comprehensive digital platform their personal finances for purposes of personal financial, retirement, investment, and insurance planning
16th Jun 2014
16th Jun 2014
No 86269769
No Service Mark
No 313090167001
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 01st Oct 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 01st Oct 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 01st Oct 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 21st Jun 2021 | TEAS SECTION 8 & 15 RECEIVED |
| 30th Jun 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 30th Jun 2015 | REGISTERED-PRINCIPAL REGISTER |
| 23rd May 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 22nd May 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 22nd May 2015 | EXAMINERS AMENDMENT E-MAILED |
| 22nd May 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
