on 22 Nov 2024
Last Applicant/ Owned by
SUITE 900
OAKLAND
CA
94607-3637
Serial Number
85839144 filed on 01st Feb 2013
Registration Number
4675889 registered on 20th Jan 2015
Correspondent Address
Robert P. Felber, Jr.
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts * for self-directed tax deferred and tax free investment plans, accounts, and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals * * Non-fiduc Read More
Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts * for self-directed tax deferred and tax free investment plans, accounts, and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals *
11th Nov 1992
11th Nov 1992
* Non-fiduciary * financial record-keeping for regulatory compliance purposes * for self-directed tax deferred and tax free investment plans, accounts, and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Non-fiduciary * Financial record-keeping of self-directed, tax deferred and tax-free investment plans, accounts, and trusts * consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals * for regulatory compliance purposes; * Non-fiduciary * financial record-keeping and reporting for tax compliance purposes
11th Nov 1992
11th Nov 1992
No 85839144
No Service Mark
No 829724.81620
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
22nd Nov 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
22nd Nov 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
22nd Nov 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
22nd Nov 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
22nd Aug 2024 | TEAS SECTION 8 & 9 RECEIVED |
20th Jan 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
21st Nov 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
21st Nov 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
21st Nov 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
21st Nov 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |