GS0361: Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; investment advisory services; outsource service provider in the field of insurance administration and financial planning including financial planning in the field of retirement
GS0351: providing business intelligence services to others in the development, marketing, and distribution of life, health, long-term care, final expense, and commercial insurance products and retirement products; providing insurance related lead generation services; outsource service provider, namely, operation of telephone call centers for others
GS0421: Providing temporary use of on-line non-downloadable computer software for use in managing health care data for clients, providing insurance and Medicare insurance quotes, digital distribution of healthcare information, and for enrolling clients into insurance and Medicare coverage, and for researching insurance and Medicare coverage options
Case File Event Statements
2/13/2023 - 3 years ago
1 - NEW APPLICATION ENTEREDType:NWAP
2/28/2023 - 2 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
11/6/2023 - 2 years ago
3 - ASSIGNED TO EXAMINERType:DOCK
11/13/2023 - 2 years ago
4 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
12/19/2023 - 2 years ago
6 - PUBLISHED FOR OPPOSITIONType:PUBO
12/19/2023 - 2 years ago
7 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB
11/29/2023 - 2 years ago
5 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
2/13/2024 - 2 years ago
8 - NOA E-MAILED - SOU REQUIRED FROM APPLICANTType:NOAM
8/13/2024 - a year ago
9 - SOU TEAS EXTENSION RECEIVEDType:EEXT
8/13/2024 - a year ago
12 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
8/13/2024 - a year ago
11 - SOU EXTENSION 1 GRANTEDType:EX1G
8/13/2024 - a year ago
10 - SOU EXTENSION 1 FILEDType:EXT1
2/12/2025 - a year ago
13 - SOU TEAS EXTENSION RECEIVEDType:EEXT
2/12/2025 - a year ago
14 - SOU EXTENSION 2 FILEDType:EXT2
2/12/2025 - a year ago
15 - SOU EXTENSION 2 GRANTEDType:EX2G
2/13/2025 - a year ago
16 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
3/27/2025 - 10 months ago
20 - SOU EXTENSION 3 FILEDType:EXT3
3/27/2025 - 10 months ago
17 - SOU TEAS EXTENSION RECEIVEDType:EEXT
3/27/2025 - 10 months ago
18 - TEAS STATEMENT OF USE RECEIVEDType:EISU
3/27/2025 - 10 months ago
22 - USE AMENDMENT FILEDType:IUAF
6/30/2025 - 7 months ago
21 - SOU EXTENSION 3 GRANTEDType:EX3G
6/30/2025 - 7 months ago
23 - STATEMENT OF USE PROCESSING COMPLETEType:SUPC
7/1/2025 - 7 months ago
24 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
7/15/2025 - 7 months ago
26 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVEDType:REAP
7/15/2025 - 7 months ago
28 - TEAS CHANGE OF CORRESPONDENCE RECEIVEDType:TCCA