on 07 Jan 2020
Last Applicant/ Owned by
600 Putnam Pike
Greenville
RI
02828
Serial Number
77496759 filed on 11th Jun 2008
Registration Number
3649770 registered on 07th Jul 2009
Correspondent Address
SUITE 4
GREENVILLE, RI 02828
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio an Read More
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management
31st Dec 2005
31st Dec 2005
No 77496759
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
07th Jan 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
07th Jan 2020 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
07th Jan 2020 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
03rd Jan 2020 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
06th Aug 2019 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
05th Aug 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
11th Jul 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
11th Jul 2019 | TEAS SECTION 8 & 9 RECEIVED |
07th Jul 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
08th Aug 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |