on 17 Sep 2018
Last Applicant/ Owned by
2000 McKinney Avenue Suite 1230
Dallas
TX
75201
Serial Number
77525896 filed on 18th Jul 2008
Registration Number
3586277 registered on 10th Mar 2009
Correspondent Address
DALLAS TX 75201
Filing Basis
1. use application currently
Disclaimer
NO DATA
Advice relating to investments; 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 planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and m Read More
Advice relating to investments; 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 planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
01st Oct 2007
01st Oct 2007
No 77525896
No Service Mark
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05.01.25 -
Other trees or bushes
26.11.02 -
Plain single line rectangles
Status Date | Action Taken |
---|---|
17th Sep 2018 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
17th Sep 2018 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
17th Sep 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
17th Sep 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
10th Sep 2018 | TEAS SECTION 8 & 9 RECEIVED |
10th Sep 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
10th Mar 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
20th Aug 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
20th Aug 2014 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
18th Aug 2014 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |