on 09 Feb 2024
Last Applicant/ Owned by
100 Federal Street
Boston
MA
02110
Serial Number
85853333 filed on 19th Feb 2013
Registration Number
4406934 registered on 24th Sep 2013
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Mutual fund investment, administration, distribution, brokerage, and investment advisory services; financial services, namely, investment management, financial management, financial analysis, consultation, and financial planning services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, or other types of financial investments Read More
Mutual fund investment, administration, distribution, brokerage, and investment advisory services; financial services, namely, investment management, financial management, financial analysis, consultation, and financial planning services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, or other types of financial investments; management of portfolios comprising securities; financial services, namely, mutual fund, sector fund and exchange traded fund investment services; financial services, namely, financial planning, wealth planning, financial asset management, and financial asset protection; financial services, namely, investment planning for retirement; financial services, namely, financial analysis, consultation, management and planning services; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance; providing financial information by electronic means
19th Feb 2013
04th Mar 2013
No 85853333
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
09th Feb 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
09th Feb 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
09th Feb 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
09th Feb 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
26th Jan 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
26th Jan 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
26th Jan 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
26th Jan 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
26th Jan 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
15th Aug 2023 | TEAS SECTION 8 & 9 RECEIVED |