on 18 Sep 2021
Last Applicant/ Owned by
1350 Treat Boulevard
Walnut Creek
CA
94597
Serial Number
85183549 filed on 23rd Nov 2010
Registration Number
4065950 registered on 06th Dec 2011
Correspondent Address
Jennifer L. Dean
Filing Basis
1. use application currently
Disclaimer
"GROUP"
Consulting and brokerage services for others in the fields of employee benefits, estate planning, insurance, and annuities; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services Read More
Shareholder benefit plan record-keeping services for others
31st Oct 1984
31st Oct 1984
Consulting and brokerage services for others in the fields of employee benefits, estate planning, insurance, and annuities; brokerage services for mutual funds, life insurance, and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of financial compensation and benefits plans, health care and welfare plans covering insurance and finance, and qualified and non-qualified financial retirement plans
31st Oct 1984
31st Oct 1984
No 85183549
No Service Mark
No 208560000025
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 25th Nov 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 23rd Jun 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 19th May 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 19th May 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 19th May 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 19th May 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 19th May 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 20th Apr 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 18th Sep 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 18th Sep 2021 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
