accepted
on 11 Apr 2023
Last Applicant/ Owned by
17605 Wright Street
Omaha
NE
68130
Serial Number
86846545 filed on 11th Dec 2015
Registration Number
4968885 registered on 31st May 2016
Filing Basis
1. use application currently
Disclaimer
NO DATA
Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment s Read More
Investment consulting services for financial investment advisors and their clients; financial asset allocation and portfolio construction; investment manager research and due diligence; selection and monitoring of investment firms; providing information on investment and financial market performance; financial asset management services; managed account investment services; mutual fund investment services; providing financial decision making tools and financial investment research tools, namely, information regarding managing investments, asset allocation strategies, financial market performance, and financial planning as well as interactive financial calculators for use in financial planning and analysis by electronic means and the Internet; providing financial planning and investment strategy information and analysis services and providing brokerage account and investment account information by electronic means or the Internet
30th Sep 2015
30th Sep 2015
No 86846545
No Service Mark
No
No
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Status Date | Action Taken |
---|---|
11th Apr 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
11th Apr 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
06th Apr 2023 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
12th Oct 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
12th Oct 2022 | POST REGISTRATION ACTION MAILED - SEC. 8 |
09th May 2022 | TEAS SECTION 8 RECEIVED |
31st May 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
05th May 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
15th Apr 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
15th Apr 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |