on 15 Jun 2021
Last Applicant/ Owned by
100 Matsonford Road, Suite 300
Radnor
PA
19087
Serial Number
77869854 filed on 11th Nov 2009
Registration Number
3878802 registered on 23rd Nov 2010
Correspondent Address
Patrick J. Concannon
Filing Basis
1. use application currently
Disclaimer
NO DATA
Providing information over computer networks and global communication networks in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning and wills, real estate, life and disability insurance; providing financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to Read More
Providing an on-line computer web site that provides commercial financial transaction data; business assistance, advisory services and consultancy in the field of family budgeting
26th Mar 2001
26th Mar 2001
Providing information over computer networks and global communication networks in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning and wills, real estate, life and disability insurance; providing financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions
26th Mar 2001
26th Mar 2001
Providing online investment tools, namely, the temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; providing online web site customization tools, namely, the temporary use of online non-downloadable web site customization software for use in the financial field by investment advisors
26th Mar 2001
26th Mar 2001
No 77869854
No Service Mark
No 115925-508
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
15th Jun 2021 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
15th Jun 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
15th Jun 2021 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
14th Jun 2021 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
01st Mar 2021 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
01st Mar 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
17th Nov 2020 | TEAS SECTION 8 & 9 RECEIVED |
23rd Nov 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
01st Feb 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
01st Feb 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |