on 27 Apr 2021
Last Applicant/ Owned by
175 Federal Street
Boston
MA
02110
Serial Number
87677938 filed on 09th Nov 2017
Registration Number
6335389 registered on 27th Apr 2021
Correspondent Address
Brendan M. Shortell
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Establishing mutual funds and exchange-traded funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds and excha Read More
Establishing mutual funds and exchange-traded funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds and exchange-traded 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; 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 credit or debit card over a global data network; Financial services, namely, business fund raising provided over a computer network such as the Internet; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, raising money for the hedge funds of others; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; 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; Fund raising for others for the purpose of purchasing companies; Fund raising services, namely, organizing, arranging and conducting fund raising programs for the benefit of schools and non-profit organizations; Fund raising services, namely, sharing profits from the sale of socially responsible products with not-for-profit organizations, schools, and civic groups; Funds investment; Hedge fund investment services; Intellectual property venture fund development and formation services for others; Intellectual property venture fund management services; Investment of funds for others; Management of a capital investment fund; Management of private equity funds; Mutual fund brokerage; Exchange-traded fund brokerage; Mutual fund distribution; Exchange-traded fund distribution; Mutual fund investment; Exchange-traded fund investment; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds, exchange-traded funds and other financial instruments; Real estate funds investment services; Venture capital funding services to emerging and start-up companies
19th Feb 2021
19th Feb 2021
No 87677938
No Service Mark
No 17-155-JS
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
27th Apr 2021 | REGISTERED-PRINCIPAL REGISTER |
23rd Mar 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
22nd Mar 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
04th Mar 2021 | STATEMENT OF USE PROCESSING COMPLETE |
26th Feb 2021 | USE AMENDMENT FILED |
26th Feb 2021 | TEAS STATEMENT OF USE RECEIVED |
26th Nov 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
24th Nov 2020 | TEAS EXTENSION RECEIVED |
24th Nov 2020 | EXTENSION 4 GRANTED |
24th Nov 2020 | EXTENSION 4 FILED |