on 20 Nov 2018
Last Applicant/ Owned by
6060 PARKLAND BLVD, SUITE 200
CLEVELAND
OH
44124
Serial Number
87618599 filed on 22nd Sep 2017
Registration Number
5613225 registered on 20th Nov 2018
Correspondent Address
Angela R. Gott
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Tax planning services Financial services, namely, portfolio and money management for high net worth clients and institutional investors consisting of mutual funds, hedge funds, equity investments, fixed income investments, alternative investments options and asset allocation strategies; Investment advice for individuals, institutions and charitable organizations; Investment advice for mutual fund Read More
Financial services, namely, portfolio and money management for high net worth clients and institutional investors consisting of mutual funds, hedge funds, equity investments, fixed income investments, alternative investments options and asset allocation strategies; Investment advice for individuals, institutions and charitable organizations; Investment advice for mutual fund managers; Private equity strategies; Private financial asset management; Mutual fund brokerage, financial management, and investment; Financial planning advice for individuals, namely, retirement income planning and estate planning; Insurance services for individuals and institutions, namely, evaluation, placement and monitoring of policies in the fields of long term care policies, health policies, life insurance policies, disability policies and annuities
22nd Jan 2018
22nd Jan 2018
Tax planning services
22nd Jan 2018
22nd Jan 2018
No 87618599
No Service Mark
No 74974.6
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
15th Nov 2024 | TEAS SECTION 8 & 15 RECEIVED |
04th Nov 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
04th Nov 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
04th Nov 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
04th Nov 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
04th Nov 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
02th Oct 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
20th Nov 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
08th Mar 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
20th Nov 2018 | REGISTERED-PRINCIPAL REGISTER |