section 8
on 03 May 2024
Last Applicant/ Owned by
SUITE 4700
CHICAGO
IL
60606
Serial Number
85778179 filed on 13th Nov 2012
Registration Number
4420843 registered on 22nd Oct 2013
Correspondent Address
Suite 410
Chicago, IL 60654
UNITED STATES
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational fi Read More
Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services
31st May 2012
31st May 2012
No 85778179
No Service Mark
No 51190.25.1
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
03rd May 2024 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
20th Feb 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
20th Feb 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
20th Feb 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
20th Feb 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
20th Feb 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
15th Feb 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
22nd Oct 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
09th Nov 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
09th Nov 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |