on 25 Mar 2024
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
94403
Serial Number
86221977 filed on 14th Mar 2014
Registration Number
4630002 registered on 28th Oct 2014
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financi Read More
Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Funds investment; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities
30th Jun 2014
30th Jun 2014
No 86221977
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
25th Mar 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
25th Mar 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
25th Mar 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
25th Mar 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
30th Oct 2023 | TEAS SECTION 8 & 9 RECEIVED |
28th Oct 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
07th Jul 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |