GS0421: Providing on-line, non-downloadable, interactive software for use in assisting financial advisors with client lead management, relationship management, and portfolio management, specifically by providing information about performance reporting, planning, data aggregation, and business intelligence, all in the fields of life insurance, annuities, and investment.
Case File Event Statements
7/22/2024 - 5 months ago
1 - NEW APPLICATION ENTEREDType:NWAP
9/25/2024 - 3 months ago
3 - ASSIGNED TO EXAMINERType:DOCK
9/27/2024 - 3 months ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
9/27/2024 - 3 months ago
4 - NON-FINAL ACTION WRITTENType:CNRT
9/27/2024 - 3 months ago
5 - NON-FINAL ACTION E-MAILEDType:GNRT
10/8/2024 - 3 months ago
9 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
10/8/2024 - 3 months ago
8 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
10/8/2024 - 3 months ago
7 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
7/22/2024 - 5 months ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
10/21/2024 - 2 months ago
10 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
12/25/2024 - 17 days ago
11 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
12/31/2024 - 11 days ago
12 - PUBLISHED FOR OPPOSITIONType:PUBO
12/31/2024 - 11 days ago
13 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB