granted
on 30 Apr 2024
Last Applicant/ Owned by
325 Milano Lane, Suite 204
Melbourne
US
32940
Serial Number
97534592 filed on 04th Aug 2022
Registration Number
N/A
Correspondent Address
Allison Z. GiffordSTRALEY RONON STEVENS & YOUNG, LLP
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Business consultation services in the field of regulation and company policy compliance oversight to independent advisors, financial professionals and insurance professionals; Providing continuity and business succession planning services for financial professionals; promoting the interests of financial professionals with regulators by means of public advocacy; Administration of a discount programRead More
Investment management and advisory services; financial and estate planning consultation services; financial planning, namely, creating personalized strategies for families or family offices, estate planning services for families or family offices; financial services, namely wealth management services; providing information in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning for retirement; financial retirement plan consulting services; insurance agency and brokerage services; insurance services, namely, writing property and casualty insurance; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; financial consulting and advising in the field of mergers and acquisitions
Business consultation services in the field of regulation and company policy compliance oversight to independent advisors, financial professionals and insurance professionals; Providing continuity and business succession planning services for financial professionals; promoting the interests of financial professionals with regulators by means of public advocacy; Administration of a discount program enabling participants to obtain discounts on the cost of products and services and receive improved services for financial and insuranceprofessionals for the operation of their businesses; acilitating a network of financial professionals for business networking and sharing of expertise;Tax planning services for families and family offices
No 97534592
No Service Mark
No 192138-5001
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 01st May 2024 | NOTICE O APPROVAL O EXTENSION REQUEST E-MAILE |
| 30th Apr 2024 | SOU EXTENSION 1 GRANTE |
| 30th Apr 2024 | SOU EXTENSION 1 ILE |
| 30th Apr 2024 | SOU TEAS EXTENSION RECEIVE |
| 30th Apr 2024 | TEAS STATEMENT O USE RECEIVE |
| 31st Oct 2023 | NOA E-MAILE - SOU REQUIRE ROM APPLICANT |
| 05th Sep 2023 | OICIAL GAZETTE PUBLICATION CONIRMATION E-MAILE |
| 05th Sep 2023 | PUBLISHE OR OPPOSITION |
| 16th Aug 2023 | NOTIICATION O NOTICE O PUBLICATION E-MAILE |
| 28th Jul 2023 | APPROVE OR PUB - PRINCIPAL REGISTER |
