GS0361: Providing insurance, financial and investment services, namely, group and individual life, disability, accident, critical care, pet, vision, hospital indemnity, and dental insurance underwriting services; retirement planning services, namely, financial planning for retirement; retirement investment fund management; actuarial services, insurance administration, financial analysis and consultation, insurance and securities brokerage; administration of employee benefit plans concerning insurance and finance; fiduciary representative services; electronic funds transfers; investment advice; investment management; financial money management services; investment fund management; retirement investment management; providing information in the fields of insurance, financial and investment services via a global computer network; managing advising on and administering a network of financial, insurance, investment, retirement and annuity advisors and agents
Case File Event Statements
1/10/2022 - 2 years ago
1 - NEW APPLICATION ENTEREDType:NWAP
4/22/2022 - 2 years ago
3 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVEDType:REAP
8/15/2022 - 2 years ago
6 - ASSIGNED TO EXAMINERType:DOCK
1/10/2022 - 2 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS