on 24 Oct 2023
Last Applicant/ Owned by
3RD FLOOR
CHARLOTTE
NC
28203
Serial Number
90838802 filed on 20th Jul 2021
Registration Number
7202655 registered on 24th Oct 2023
Correspondent Address
Angela C. Wilcox
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial services, namely, investment advice, investment management, investment consultation services, wealth management services, investment management services, investment advisory services relating to buying and selling of investments; Investment services, namely, asset management services, financial portfolio management services, financial planning services, equity capital investment services Read More
Financial services, namely, investment advice, investment management, investment consultation services, wealth management services, investment management services, investment advisory services relating to buying and selling of investments; Investment services, namely, asset management services, financial portfolio management services, financial planning services, equity capital investment services, cash management account services, financial risk management advisory services, and individual retirement account services; Financial and investment services, namely, brokerage services in the fields of stocks, bonds, options, mutual funds, commodities, futures and other securities for others; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities, and fixed income products in the United States and overseas market securities; private placements of hedge funds, private equity funds, securities and derivatives for others; providing information and advice in the field of finance, financial investments, financial valuation, and financial products for retirement
02th Nov 2021
02th Nov 2021
No 90838802
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
15th Oct 2024 | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED |
07th Sep 2024 | NEW CERTIFICATE UNDER SECTION 7 - PROCESSED |
03rd Sep 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
24th Jan 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
23rd Jan 2024 | TEAS SECTION 7 REQUEST RECEIVED |
01st Nov 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
01st Nov 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
01st Nov 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
24th Oct 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
24th Oct 2023 | REGISTERED-PRINCIPAL REGISTER |