accepted and acknowledged
on 29 Jul 2022
Last Applicant/ Owned by
230 Park Avenue, 3rd Floor West
New York
NY
10169
Serial Number
86977841 filed on 11th Dec 2014
Registration Number
4902063 registered on 16th Feb 2016
Correspondent Address
Jill K. Tomlinson
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"IRA PLANNING"
Education services, namely, providing training and education to investment advisors and agents in the form of workshops, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses Read More
Downloadable educational materials in the field of financial planning; [ downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; ] downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning
28th Oct 2014
28th Oct 2014
Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning
28th Oct 2014
28th Oct 2014
Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding IRA planning; financial consultation in the field of IRA planning
28th Oct 2014
28th Oct 2014
Education services, namely, providing training and education to investment advisors and agents in the form of workshops, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing information regarding IRA planning to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding IRA planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of IRA planning and retirement benefits
28th Oct 2014
28th Oct 2014
No 86977841
No Service Mark
No 62185-927110
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 29th Jul 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 29th Jul 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 15th Feb 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 16th Feb 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 16th Feb 2016 | REGISTERED-PRINCIPAL REGISTER |
| 14th Jan 2016 | 1(B) BASIS DELETED; PROCEED TO REGISTRATION |
| 20th Nov 2015 | NOTICE OF ALLOWANCE CANCELLED |
| 20th Nov 2015 | DIVISIONAL PROCESSING COMPLETE |
| 20th Nov 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 30th Oct 2015 | DIVISIONAL REQUEST RECEIVED |
