on 02 May 2018
Last Applicant/ Owned by
6685 Beta Drive
Mayfield Village
OH
44143
Serial Number
77026017 filed on 20th Oct 2006
Registration Number
3602984 registered on 07th Apr 2009
Correspondent Address
Heather M. Barnes
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Investment supervisory services, managing investment advisory accounts, investment advice through consultations, advice of financial matters not involving securities, pension consulting, investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, portfolio management, financial planning, including; personal, tax and cash flow, death and disabili Read More
Investment supervisory services, managing investment advisory accounts, investment advice through consultations, advice of financial matters not involving securities, pension consulting, investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, portfolio management, financial planning, including; personal, tax and cash flow, death and disability, retirement, and investments; consulting services, namely, financial planning consultation
01st Jan 2007
01st Jan 2007
No 77026017
No Service Mark
No 10106-000003
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
02th May 2018 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
02th May 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
02th May 2018 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
02th May 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
23rd Apr 2018 | TEAS SECTION 8 & 9 RECEIVED |
07th Apr 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
07th Apr 2015 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
07th Apr 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
07th Apr 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
27th Mar 2015 | TEAS SECTION 8 & 15 RECEIVED |