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ADVISOR TO THE ADVISOR
Live/Registered
REGISTERED

on 13 Aug 2019

Last Applicant/ Owned by

One Franklin Parkway

San Mateo

CA

944031906

Serial Number

88216472 filed on 04th Dec 2018

Registration Number

5836393 registered on 13th Aug 2019

in the Principal Register

Correspondent Address

Jordan Arnot Leahey

Jordan Arnot Leahey Culhane Meadows PLLC

Dallas, TX 75240

UNITED STATES

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

ADVISOR TO THE ADVISOR

Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and Read More

Classification Information


Class [036]
Insurance & Financial Services


Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial portfolio analysis services; Financial portfolio management; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mutual fund advisory services; Mutual fund analysis services


First Use Date in General

30th Sep 2018

First Use Date in Commerce

30th Sep 2018

Mark Details


Serial Number

No 88216472

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
13th Aug 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
17th Mar 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
17th Mar 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
17th Mar 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
13th Aug 2019REGISTERED-PRINCIPAL REGISTER
12th Jul 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
11th Jul 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10th Jul 2019STATEMENT OF USE PROCESSING COMPLETE
10th Jul 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
18th Jun 2019USE AMENDMENT FILED