on 03 Sep 2024
Last Applicant/ Owned by
300 Northern Pacific Avenue Suite 108
Fargo
ND
58102
Serial Number
98132971 filed on 15th Aug 2023
Registration Number
7492274 registered on 03rd Sep 2024
Correspondent Address
Joshua Krank
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities Business advice Financial advice; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial information and advisory services; Financial investment brokerage; Financial mana Read More
Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities
01st Jun 2014
01st Jun 2014
Financial advice; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial information and advisory services; Financial investment brokerage; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial securities exchange services; Investment advice; Investment brokerage; Investment consultation; Investment management; Investment of funds for others; Investment risk assessment services; Stock broking services; Financial investment brokerage 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, 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; Providing financial information via a website; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
01st Jun 2014
01st Jun 2014
Business advice
01st Jun 2014
01st Jun 2014
No 98132971
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
03rd Nov 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
03rd Nov 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
03rd Nov 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
03rd Sep 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
03rd Sep 2024 | REGISTERED-PRINCIPAL REGISTER |
18th Jun 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
18th Jun 2024 | PUBLISHED FOR OPPOSITION |
29th May 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
14th May 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
17th Apr 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |