on 13 Sep 2022
Last Applicant/ Owned by
175 Federal Street, Suite 875
Boston
MA
02110
Serial Number
90869841 filed on 06th Aug 2021
Registration Number
6843346 registered on 13th Sep 2022
Filing Basis
1. use application currently
Disclaimer
NO DATA
Establishing mutual funds for others; Financial advisory and consultancy services, namely, featuring the structuring, distribution, management and administration of investments, namely, target date funds, exchange traded funds; Financial advisory and consultancy services, namely, featuring exchange-traded funds; Financial advisory and consultancy services, namely, featuring exchange-traded funds a Read More
Establishing mutual funds for others; Financial advisory and consultancy services, namely, featuring the structuring, distribution, management and administration of investments, namely, target date funds, exchange traded funds; Financial advisory and consultancy services, namely, featuring exchange-traded funds; Financial advisory and consultancy services, namely, featuring exchange-traded funds and separately managed accounts for others; 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, 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; 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 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; Funds investment; Intellectual property venture fund development and formation services for others; Intellectual property venture fund management services; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of exchange-traded funds; Management of private equity funds; Mutual fund brokerage; Mutual fund distribution; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate funds investment services; Venture capital funding services to emerging and start-up companies; Broker-dealer financial services in the field of exchange-traded fund brokerage, exchange-traded fund distribution, exchange-traded fund investment; 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; Fundraising for others for the purpose of purchasing companies; Fundraising services by means of organizing, arranging and conducting fundraising programs for the benefit of schools and non-profit organizations; Fundraising services by means of sharing profits from the sale of socially responsible products with not-for-profit organizations, schools, and civic groups; Hedge fund investment services; Investment management in the fields of exchange-traded funds; Investment management in the fields of exchange-traded funds and separately managed accounts for others; Investment management in the fields of mutual fund brokerage, mutual fund distribution; Management of a capital investment fund; Mutual fund investment; Providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments posted by users
30th Nov 2019
30th Nov 2019
No 90869841
No Service Mark
No ENT-2220-1
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
13th Sep 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
13th Sep 2022 | REGISTERED-PRINCIPAL REGISTER |
28th Jun 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
28th Jun 2022 | PUBLISHED FOR OPPOSITION |
08th Jun 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
20th May 2022 | ASSIGNED TO LIE |
18th May 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
18th May 2022 | EXAMINER'S AMENDMENT ENTERED |
18th May 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
18th May 2022 | EXAMINERS AMENDMENT E-MAILED |