record initialized not assigned to examiner
on 26 Nov 2024
Last Applicant/ Owned by
3721 Douglas Blvd, Suite 350
Roseville
CA
95661
Serial Number
98874523 filed on 26th Nov 2024
Registration Number
N/A
Correspondent Address
Roseville, CA 95661
United States
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Investment advice; Investment advisory services; Investment consultation; Investment management; Advice relating to investments; Equity capital investment; 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; Fund investment services featuring the trading of an account holder Read More
Investment advice; Investment advisory services; Investment consultation; Investment management; Advice relating to investments; Equity capital investment; 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; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Information, advisory, consultancy and financial research services relating to finance and investments; Merchant banking and investment banking services; 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; Real estate investment consultancy; Real estate investment services
26th Nov 2024
26th Nov 2024
No 98874523
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
26th Nov 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
26th Nov 2024 | NEW APPLICATION ENTERED |