failure to respond or late response
on 04 Jan 2016
Last Applicant/ Owned by
121-B Reynolda Village
Winston-Salem
NC
27106
Serial Number
86361456 filed on 08th Aug 2014
Registration Number
N/A
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial planning, namely, financial and investment planning ADVISORY SERVICES and FINANCIAL management for individuals and families and businesses; Financial advisors, NAMELY, financial advisory and consultancy services; Fee-only Registered Investment Advisory Firm, NAMELY, investment advisory services; Financial planning and consultation; Investment services consisting of advisory and managemenRead More
Tax consultation; Assistance for clients with achieving total wellness, beyond financial, through partnering and referrals with trusted outside third party consultants in related areas, namely, life coaching, business coaching, wellness through exercise, healthy dietary practices and spiritual guidance, NAMELY, referrals in the fields of life coaching, business management, health and wellness
03rd Jul 2014
03rd Jul 2014
Financial planning, namely, financial and investment planning ADVISORY SERVICES and FINANCIAL management for individuals and families and businesses; Financial advisors, NAMELY, financial advisory and consultancy services; Fee-only Registered Investment Advisory Firm, NAMELY, investment advisory services; Financial planning and consultation; Investment services consisting of advisory and management services of corporate 401k accounts, NAMELY, investment advisory services and investment management services in the field of corporate 401k accounts; Holistic goal oriented collaborative approach to wealth management, NAMELY, wealth management services; Multigenerational approach, NAMELY, financial trust administration; Legacy planning, endowments, trusts, NAMELY, financial trust planning; Insurance consultation
03rd Jul 2014
03rd Jul 2014
No 86361456
No Service Mark
No Timonier-01
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 04th Jan 2016 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| 04th Jan 2016 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| 26th May 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 26th May 2015 | NON-FINAL ACTION WRITTEN |
| 26th May 2015 | NON-FINAL ACTION E-MAILED |
| 07th May 2015 | DATA MODIFICATION COMPLETED |
| 07th May 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 07th May 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 07th May 2015 | REMOVED FROM TEAS PLUS |
| 04th May 2015 | ASSIGNED TO LIE |
