ASSET PLANNING, INC. FINANCIAL PLANNING & ASSET MANAGEMENT AP

Dead / Cancelled — Cancelled — Section 8 (as of 03 Jan 2022)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
77952211
Registration number
3942915
Mark type
Design + words
Filed
05 Mar 2010
Published for opposition
25 Jan 2011
Registered
12 Apr 2011

Goods and services

  • Class 036 — Insurance and financial services: Annuity services, namely, account and investment administration; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Business, stock option and pension valuation services; Credit and financial consultation; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; financial analysis and consultation; 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 and insurance consultancy; Financial consulting services, namely, expert analysis in finance; Financial information, advisory, and evaluations services; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments. Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial valuations; Insurance and financial information and consultancy services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Management of portfolios comprising securities; Management of securities portfolios; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing on-line financial calculators

Owner

Prosecution history

  • 08 Nov 2022 — PETITION TO DIRECTOR DENIED
  • 05 Oct 2022 — PETITION INQUIRY LETTER ISSUED
  • 03 Oct 2022 — ASSIGNED TO PETITION STAFF
  • 21 Dec 2021 — TEAS PETITION TO DIRECTOR RECEIVED
  • 04 Jan 2022 — NOTICE OF CANCELLATION SEC. 8 EMAILED
  • 03 Jan 2022 — CANCELLED SEC. 8 (10-YR)
  • 15 Jun 2021 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 15 Jun 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Mar 2021 — TEAS SECTION 8 & 9 RECEIVED
  • 12 Apr 2020 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 25 Jun 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 25 Jun 2016 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 25 Jun 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Apr 2016 — TEAS SECTION 8 & 15 RECEIVED
  • 20 Apr 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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