on 04 Apr 2023
Last Applicant/ Owned by
310 N. Westlake Blvd., Suite 120
Westlake Village
CA
91362
Serial Number
97118835 filed on 10th Nov 2021
Registration Number
7020539 registered on 04th Apr 2023
Correspondent Address
Jonathan Pearce
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Capital investment; consultancy of capital investment; financial administration of retirement plans; financial administration of employee retirement plans employing a fiduciary evaluation system; financial advisory and consultancy services; financial analysis; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses Read More
Capital investment; consultancy of capital investment; financial administration of retirement plans; financial administration of employee retirement plans employing a fiduciary evaluation system; financial advisory and consultancy services; financial analysis; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial due diligence; financial information and advisory services; financial information processing; financial information provided by electronic means in the field of securities trading, investments, employee retirement plans; financial portfolio analysis services; financial retirement plan consulting services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment of funds; management of portfolios comprising securities; providing financial assessment services to fiduciaries and employers related to financial offerings on behalf of their employees; providing financial information services to fiduciaries and employers related to financial offerings on behalf of their employees; providing information in the field of employee financial benefit plans; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the internet; providing investors with financial information
01st Aug 2021
01st Aug 2021
No 97118835
No Service Mark
No 3205.T21M54
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
04th Apr 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
04th Apr 2023 | REGISTERED-PRINCIPAL REGISTER |
28th Feb 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
27th Feb 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
24th Feb 2023 | STATEMENT OF USE PROCESSING COMPLETE |
23rd Feb 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
01st Feb 2023 | USE AMENDMENT FILED |
01st Feb 2023 | TEAS STATEMENT OF USE RECEIVED |
31st Jan 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
06th Dec 2022 | PUBLISHED FOR OPPOSITION |