accepted and acknowledged
on 18 Oct 2021
Last Applicant/ Owned by
336 S. Congress Ave.
Austin
TX
78704
Serial Number
86751953 filed on 09th Sep 2015
Registration Number
4955522 registered on 10th May 2016
Correspondent Address
Travis R. Wimberly
Filing Basis
1. use application currently
Disclaimer
NO DATA
Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for othe Read More
Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
16th Nov 1987
16th Nov 1987
Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust administration; Financial trust operations; Financial trust planning; Individual retirement account services; Investment management; Maintaining escrow accounts for investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Real estate escrow services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Trust management accounts; Trust services, namely, investment and trust company services
16th Nov 1987
16th Nov 1987
No 86751953
No Service Mark
No ATCO002US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
18th Oct 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
18th Oct 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
18th Oct 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
08th Jul 2021 | TEAS SECTION 8 & 15 RECEIVED |
08th Jun 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
08th Jun 2021 | TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED |
08th Jun 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
08th Jun 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
21st May 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
21st May 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |