on 01 Mar 2016
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
944031906
Serial Number
78801419 filed on 27th Jan 2006
Registration Number
3183632 registered on 12th Dec 2006
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial management; 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; Investment advisory services; Investment management
Financial management; 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; Investment advisory services; Investment management
30th Nov 2005
30th Nov 2005
No 78801419
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
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 |
01st Mar 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
01st Mar 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
01st Mar 2016 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
01st Mar 2016 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
15th Dec 2015 | TEAS SECTION 8 & 9 RECEIVED |
11th Feb 2012 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |
11th Feb 2012 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |