accepted and acknowledged
on 09 Jan 2023
Last Applicant/ Owned by
4600 EAST PARK DRIVE, SUITE 300
PALM BEACH GARDENS
FL
33410
Serial Number
86685311 filed on 07th Jul 2015
Registration Number
5006067 registered on 26th Jul 2016
Correspondent Address
Nancy Rubner Frandsen
Filing Basis
1. use application currently
Disclaimer
NO DATA
Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments
Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments
29th Jun 2015
29th Jun 2015
No 86685311
No Service Mark
No 008537.00002
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
02th Mar 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
02th Mar 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
02th Mar 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
02th Mar 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
02th Mar 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
09th Jan 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
09th Jan 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
09th Jan 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
23rd Jun 2022 | TEAS SECTION 8 & 15 RECEIVED |
26th Jul 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |