on 02 Apr 2021
Last Applicant/ Owned by
133 BOSTON POST ROAD
WESTON
MA
02493
Serial Number
77862449 filed on 02th Nov 2009
Registration Number
3892041 registered on 21st Dec 2010
Filing Basis
1. use application currently
Disclaimer
NO DATA
PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR F Read More
PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS
19th Feb 2009
19th Feb 2009
PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION
19th Feb 2009
19th Feb 2009
No 77862449
No Service Mark
No 2005-302
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
02th Apr 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
02th Apr 2021 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
02th Apr 2021 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
02th Apr 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
20th Dec 2020 | TEAS SECTION 8 & 9 RECEIVED |
25th Sep 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
16th Jan 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
03rd Aug 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |
03rd Aug 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
03rd Aug 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |