on 13 Jul 2021
Last Applicant/ Owned by
6020 EAST FULTON STREET
Ada
MI
49301
Serial Number
90257455 filed on 15th Oct 2020
Registration Number
6415965 registered on 13th Jul 2021
Correspondent Address
R. SCOTT KELLER
Filing Basis
1. use application currently
Disclaimer
NO DATA
financial consulting on the subject of the sale of financial advisor businesses; financial consulting on the subject of valuation of financial advisor businesses; consulting on the subject of human resource issues for financial advisor businesses; Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate pRead More
financial consulting on the subject of the sale of financial advisor businesses; financial consulting on the subject of valuation of financial advisor businesses; consulting on the subject of human resource issues for financial advisor businesses; Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products]
15th Nov 2019
15th Nov 2019
providing incentive award programs for financial advisors to recruit other advisors; Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors; consulting on the subject of business continuity planning for financial advisor businesses
15th Nov 2019
15th Nov 2019
Educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics
15th Nov 2019
15th Nov 2019
No 90257455
No Service Mark
No 136574191058
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 13th Jul 2021 | REGISTERED-PRINCIPAL REGISTER |
| 27th Apr 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 27th Apr 2021 | PUBLISHED FOR OPPOSITION |
| 07th Apr 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 22nd Mar 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 19th Mar 2021 | EXAMINERS AMENDMENT -WRITTEN |
| 19th Mar 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 19th Mar 2021 | EXAMINER'S AMENDMENT ENTERED |
| 19th Mar 2021 | EXAMINERS AMENDMENT E-MAILED |
| 15th Mar 2021 | ASSIGNED TO EXAMINER |
