accepted and acknowledged
on 21 Nov 2024
Last Applicant/ Owned by
6210 Ardrey Kell Road
Charlotte
NC
28277
Serial Number
87455660 filed on 18th May 2017
Registration Number
5511034 registered on 10th Jul 2018
Correspondent Address
Matthew L. Jamison
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial services, namely, investment management services; investment services, namely, portfolio management, model account management, sub-advisory management, and separate account management
Financial services, namely, investment management services; investment services, namely, portfolio management, model account management, sub-advisory management, and separate account management
22nd Dec 2016
22nd Dec 2016
No 87455660
No Service Mark
No 10700.0018.1
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
21st Nov 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
21st Nov 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
20th Nov 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
06th Jun 2024 | TEAS SECTION 8 & 15 RECEIVED |
10th Jul 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
08th Dec 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
10th Jul 2018 | REGISTERED-PRINCIPAL REGISTER |
24th May 2018 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
24th May 2018 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
24th Apr 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |