on 26 Dec 2017
Last Applicant/ Owned by
700 NEWPORT CENTER DRIVE
NEWPORT BEACH
CA
92660
Serial Number
86148743 filed on 19th Dec 2013
Registration Number
5365210 registered on 26th Dec 2017
Correspondent Address
Heather J. Kliebenstein
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"RETIREMENT"
"RETIREMENT" INSURANCE AND FINANCIAL SERVICES, NAMELY, LIFE INSURANCE AND ANNUITY UNDERWRITING, INSURANCE AND ANNUITY ADMINISTRATION, FINANCIAL MANAGEMENT AND BROKERAGE SERVICES FOR ALL TYPES OF INSURANCE, ANNUITIES; INSURANCE CLAIMS ADMINISTRATION AND PROCESSING; INSURANCE CONSULTATION; MUTUAL FUND MANAGEMENT SERVICES; MUTUAL FUND INVESTMENT, ADVISORY, DISTRIBUTION, ANALYSIS, PLANNING, DEVELOPMERead More
INSURANCE AND FINANCIAL SERVICES, NAMELY, LIFE INSURANCE AND ANNUITY UNDERWRITING, INSURANCE AND ANNUITY ADMINISTRATION, FINANCIAL MANAGEMENT AND BROKERAGE SERVICES FOR ALL TYPES OF INSURANCE, ANNUITIES; INSURANCE CLAIMS ADMINISTRATION AND PROCESSING; INSURANCE CONSULTATION; MUTUAL FUND MANAGEMENT SERVICES; MUTUAL FUND INVESTMENT, ADVISORY, DISTRIBUTION, ANALYSIS, PLANNING, DEVELOPMENT, BROKERAGE AND ADMINISTRATION SERVICES; MUTUAL FUND INVESTMENT CONSULTATION SERVICES; INVESTMENT OF FUNDS FOR OTHERS; INVESTMENT CONSULTATION, MANAGEMENT, BROKERAGE, AND ADVISORY SERVICES; INVESTMENT ADVICE; FINANCIAL INVESTMENT IN THE FIELDS OF ANNUITIES, SECURITIES, DERIVATIVES, REAL ESTATE, PRIVATE PLACEMENTS, FUNDING AGREEMENTS, AND VENTURE CAPITAL; FINANCIAL SERVICES, namely, CONSULTATION, ANALYSIS, PLANNING, AND MANAGEMENT SERVICES IN THE FIELD OF ANNUITIES; MAINTAINING ESCROW ACCOUNTS FOR INVESTMENTS; INVESTMENT AND FINANCIAL ADMINISTRATION OF EMPLOYEE PENSION PLANS; FUND INVESTMENT CONSULTATION; CAPITAL INVESTMENT CONSULTATION; INVESTMENT MANAGEMENT SERVICES
13th Apr 2017
13th Apr 2017
No 86148743
No Service Mark
No 18473.41US01
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 10th Jan 2024 | TEAS SECTION 8 & 15 RECEIVED |
| 26th Dec 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 02th Sep 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 02th Sep 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 02th Sep 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 02th Sep 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 02th Sep 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 26th Dec 2017 | REGISTERED-PRINCIPAL REGISTER |
| 21st Nov 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 20th Nov 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
