on 18 Apr 2024
Last Applicant/ Owned by
3400 Ashton Blvd., Suite 190
Lehi
UT
84043
Serial Number
97049429 filed on 28th Sep 2021
Registration Number
N/A
Correspondent Address
JOHN C. STRINGHAM
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
"RETIREMENT RISK REPORT"
Providing online, non-downloadable videos in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable audio files in the fieRead More
Providing online, non-downloadable videos in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable audio files in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning
Educational services, namely, conducting workshops, seminars and webinars in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; educational services, namely, the presentation of seminars, lectures, workshops, panel discussions, podcast interviews, public speaking events and ongoing television and radio talk shows all in the field of public interest concerning financial optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable pre-recorded videos featuring information in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments; providing online, non-downloadable pre-recorded videos featuring information in the field of retirement planning, estate planning and financial planning; providing of online non-downloadable books, ebooks, and workbooks in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare
Investment management services in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; financial planning; providing financial services with respect to securities and other financial instruments and products, namely, money management; securities brokerage services; investment management services in the field of private placement of securities; investment management services in the field of initial public offerings; providing financial information in the field of retirement planning; retirement plan administration services; retirement fund investment services; underwriting, issuance and administration of annuities; financial consultation services in the field of annuities; providing financial information by electronic means; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial strategy services, namely, estate and financial trust planning, probate administration services, charitable giving planning, estate planning; consulting services in the field of health insurance, namely, providing comparison and consultation of Medicare and social security benefits, retirement planning and financial risk assessment
Business consultation services in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning using securities based insurance; business consultation services in the field of social security benefit analysis and strategy; business consultation services in the field of financial strategy; business consultation services in the field of retirement planning; business consultation services in the field of insurance, namely, medicare; on-line retail store services featuring pre-recorded CDs, DVDs, books, workbooks and publications, namely, pamphlets, brochures, newsletters, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; tax planning services
Printed books, workbooks and publications, namely, printed pamphlets, brochures, newsletter, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare
Downloadable reports in the field of asset and wealth optimization and management, social security, retirement planning, financial planning, estate planning and taxes; downloadable reports analyzing financial risks, rates and fees; downloadable reports in the field of tax optimization; downloadable books, ebooks, and workbooks in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare
No 97049429
No Service Mark
No 17543.34
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 16th Apr 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 28th Mar 2024 | ASSIGNED TO EXAMINER |
| 19th Mar 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 19th Mar 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 19th Mar 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 19th Dec 2023 | NON-FINAL ACTION WRITTEN |
| 19th Dec 2023 | NON-FINAL ACTION E-MAILED |
| 19th Dec 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 12th Dec 2023 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| 21st Nov 2023 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
