section 8
on 06 May 2022
Last Applicant/ Owned by
20645 N Pima Rd, Suite 225
Scottsdale
AZ
85255
Serial Number
85116863 filed on 26th Aug 2010
Registration Number
4046616 registered on 25th Oct 2011
Correspondent Address
Brad Bertoglio
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Wealth advisory services, namely, financial planning, wealth preservation and wealth management services; financial services, namely, advice related to investments, financial asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing stock market and securities Read More
Wealth advisory services, namely, financial planning, wealth preservation and wealth management services; financial services, namely, advice related to investments, financial asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing stock market and securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment services, namely, asset acquisition, consultation, development and management services
14th Apr 2011
14th Apr 2011
No 85116863
No Service Mark
No 1125T0001US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
06th May 2022 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
25th Oct 2020 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
27th Sep 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
27th Sep 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
18th Sep 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
14th Aug 2017 | TEAS SECTION 8 & 15 RECEIVED |
25th Oct 2011 | REGISTERED-PRINCIPAL REGISTER |
21st Sep 2011 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
20th Sep 2011 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
15th Sep 2011 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |