accepted
on 31 May 2022
Last Applicant/ Owned by
321 Broadway
Saratoga Springs
NY
12866
Serial Number
86510201 filed on 21st Jan 2015
Registration Number
4875837 registered on 22nd Dec 2015
Correspondent Address
Devasena Reddy
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial services, namely, financial counseling and planning services and reporting; investment management services; financial planning and investment advisory services; estate planning; financial planning for retirement; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy families or individuals; insurance consultation; family office servi Read More
Tax preparation services; tax planning services; family office services, namely, financial record-keeping services, management of computerized databases featuring family financial documents, expense management, bill paying and bookkeeping for families
03rd Mar 2015
03rd Mar 2015
Financial services, namely, financial counseling and planning services and reporting; investment management services; financial planning and investment advisory services; estate planning; financial planning for retirement; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy families or individuals; insurance consultation; family office services, namely, providing centralized investment management, estate planning, and philanthropic planning
03rd Mar 2015
03rd Mar 2015
No 86510201
No Service Mark
No Ayco
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
31st May 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
31st May 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
31st May 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
20th Dec 2021 | TEAS SECTION 8 RECEIVED |
22nd Dec 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
28th Aug 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
28th Aug 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
22nd Dec 2015 | REGISTERED-PRINCIPAL REGISTER |
17th Nov 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
14th Nov 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |