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ASCENDE WEALTH ADVISERS
Live/Registered
REGISTERED AND RENEWED

on 08 Mar 2022

Last Applicant/ Owned by

EDGEWOOD PARTNERS INSURANCE CENTER

1 California Street, Suite 400

San Francisco

CA

94111

Serial Number

85250573 filed on 24th Feb 2011

Registration Number

4226531 registered on 16th Oct 2012

in the Principal Register

Correspondent Address

Camille M. Miller

Camille M. Miller

Suite 2800

1650 Market Street

Philadelphia PA 19103

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

ASCENDE WEALTH ADVISERS

Fiduciary investment advisory services on a nondiscretionary basis to qualified retirement plans, nonqualified retirement plans, and offshore savings plans

Classification Information

Class [036]
Insurance & Financial Services

Fiduciary investment advisory services on a nondiscretionary basis to qualified retirement plans, nonqualified retirement plans, and offshore savings plans

First Use Date in General

23rd Mar 2011

First Use Date in Commerce

27th Jul 2011

Mark Details

Serial Number

No 85250573

Mark Type

No Service Mark

Attorney Docket Number

No EPIC0061US/3

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
08th Mar 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08th Mar 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08th Mar 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08th Mar 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
19th Oct 2021TEAS SECTION 8 & 9 RECEIVED
16th Oct 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05th Oct 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05th Oct 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
05th Oct 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05th Oct 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED