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Owners
Baughman Wealth Advisors Inc.
"YOU CARE ABOUT OUR HEALTH, WE CARE ABOUT YOUR WEALTH"
section 8
on 14 Jul 2023
Last Applicant/ Owned by
7250 Redwood Blvd Suit 300
Novato
CA
94945
Serial Number
85621297 filed on 10th May 2012
Registration Number
4268026 registered on 01st Jan 2013
Correspondent Address
BAUGHMAN WEALTH ADVISORS INC.
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial advice; Financial advice and consultancy sRead More
Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, selecting investments, funds and managers for client portfolios; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial evaluation for insurance purposes; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, providing comprehensive integrated financial plans; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advice; Investment advisory services; Investment management; Management of portfolios comprising securities; Management of securities portfolios; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
04th Apr 2012
04th Apr 2012
No 85621297
No Service Mark
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Status Date | Action Taken |
---|---|
14th Jul 2023 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
01st Jan 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
24th Jan 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
24th Jan 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
23rd Jan 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
20th Dec 2018 | TEAS SECTION 8 & 15 RECEIVED |
20th Dec 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
01st Jan 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
01st Jan 2013 | REGISTERED-PRINCIPAL REGISTER |
16th Oct 2012 | PUBLISHED FOR OPPOSITION |