on 26 Dec 2023
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
944031906
Serial Number
97485982 filed on 01st Jul 2022
Registration Number
7252031 registered on 26th Dec 2023
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. filed as use application
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 planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and 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 planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; 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; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advisory services; Investment consultation; Investment management; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities
29th Feb 2016
29th Feb 2016
No 97485982
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
26th Dec 2023 | REGISTERED-PRINCIPAL REGISTER |
26th Dec 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
10th Oct 2023 | PUBLISHED FOR OPPOSITION |
10th Oct 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
20th Sep 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
31st Aug 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
21st Jul 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
20th Jul 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
20th Jul 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
10th May 2023 | NON-FINAL ACTION WRITTEN |