case still suspended
on 12 Feb 2024
Last Applicant/ Owned by
3220 SW 33rd Rd
OCALA
FL
34474
Serial Number
97590817 filed on 14th Sep 2022
Registration Number
N/A
Correspondent Address
Christine McLeod
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
"WEALTH MANAGEMENT"
"WEALTH MANAGEMENT" annuity sales promotion; sales promotion of insurance in the fields life insurance policies and annuity contracts for others Financial services, namely, wealth management services; financial retirement plan consulting services; financial risk management and consultation services; Annuity consulting; Estate planning; Long term care planning, namely, long term care financial plRead More
Education and entertainment services provided via a website, blog, social media, non-downloadable publications, radio, and podcast, namely, providing classes in the field of financial and retirement planning; Production and distribution of an ongoing radio show and podcast in the field of financial and retirement planning; Arranging and conducting of seminars and workshops in the field of financial and retirement planning
30th Jun 2017
30th Jun 2017
Financial services, namely, wealth management services; financial retirement plan consulting services; financial risk management and consultation services; Annuity consulting; Estate planning; Long term care planning, namely, long term care financial planning; Financial planning; Financial planning for retirement; Insurance consultancy in the fields life insurance policies and annuity contracts for others; Investment advisory services; Investment management and account administration; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing information and advice in the field of finance, financial investments, insurance, annuities, and the financial aspects of retirement; Providing financial information via a website
30th Jun 2017
30th Jun 2017
annuity sales promotion; sales promotion of insurance in the fields life insurance policies and annuity contracts for others
30th Jun 2017
30th Jun 2017
Downloadable publications and e-books in the field of financial and retirement planning
30th Jun 2017
30th Jun 2017
No 97590817
No Service Mark
No 16604-002
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 12th Feb 2024 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 07th Aug 2023 | SUSPENSION LETTER WRITTEN |
| 07th Aug 2023 | LETTER OF SUSPENSION E-MAILED |
| 07th Aug 2023 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| 18th Jul 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 17th Jul 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 17th Jul 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 27th Jun 2023 | NON-FINAL ACTION WRITTEN |
| 27th Jun 2023 | NON-FINAL ACTION E-MAILED |
| 27th Jun 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
