on 25 Jun 2019
Last Applicant/ Owned by
20 E. THOMAS RD., SUITE 2000
Phoenix
AZ
85012
Serial Number
87606303 filed on 13th Sep 2017
Registration Number
5788513 registered on 25th Jun 2019
Correspondent Address
Glenn A. Gundersen
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing an Internet website featuring on-line non-downloadable software providing resources, information, and tools to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services Providing an Internet website portal in the field of investment managem Read More
Providing an Internet website featuring on-line non-downloadable software providing resources, information, and tools to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
31st Oct 2018
31st Oct 2018
Providing an Internet website portal in the field of investment management services, investment advisory services, financial management services, and broker-dealer services related to securities, stocks, bonds and mutual funds; providing an Internet website portal offering information, advice, research and educational materials to financial advisors and new client investors in the field of investment management services, investment advisory services, financial management services, and securities and mutual fund broker-dealer services
31st Oct 2018
31st Oct 2018
No 87606303
No Service Mark
No 149586-040
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
12th Nov 2024 | TEAS SECTION 8 & 15 RECEIVED |
25th Jun 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
17th Nov 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
17th Nov 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
17th Nov 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
17th Nov 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
17th Nov 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
15th Nov 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
20th Sep 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
21st Dec 2022 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |