section 8
on 18 Mar 2022
Last Applicant/ Owned by
8044 Montgomery Road, Suite 640
Cincinnati
OH
45236
Serial Number
85172129 filed on 09th Nov 2010
Registration Number
4021847 registered on 06th Sep 2011
Correspondent Address
Amanda Penick
Filing Basis
1. use application currently
Disclaimer
"WWW OR COM"
Capital investment consulting; Consulting services in the field of retirement plan administration and fiduciary compliance; Estate planning; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial services, namely, wealth management services; Investment consultancy; Investment consultation; Mutual fund brokerage; Mutual fund investment; Mutual fuRead More
Assistance with business management and planning; Business succession planning
05th Aug 1991
05th Aug 1997
Capital investment consulting; Consulting services in the field of retirement plan administration and fiduciary compliance; Estate planning; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial services, namely, wealth management services; Investment consultancy; Investment consultation; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Securities brokerage; Securities brokerage services; Security brokerage
05th Aug 1997
05th Aug 1997
Regulatory compliance consulting in the field of retirement plan administration
05th Aug 1997
05th Aug 1997
No 85172129
No Service Mark
No HO153.100007
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 13th May 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 13th May 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 13th May 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 13th May 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 13th May 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 18th Mar 2022 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| 06th Sep 2020 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 14th Mar 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 14th Mar 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 14th Mar 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
