on 19 Feb 2022
Last Applicant/ Owned by
5955 Deerfield Blvd.
Mason
OH
45040
Serial Number
85353193 filed on 22nd Jun 2011
Registration Number
4105015 registered on 28th Feb 2012
Correspondent Address
Tracey A. Puthoff
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of securities, adjusted over time to meet investors' expressed risk tolerance and time horizon.; Financial planning and investment advisory services; Fund investment services Read More
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of securities, adjusted over time to meet investors' expressed risk tolerance and time horizon.; Financial planning and investment advisory services; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Investment advisory services; Investment consultation; Investment management
27th Jan 2010
27th Jan 2010
No 85353193
No Service Mark
No MAT16-00205
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
19th Feb 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
19th Feb 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
19th Feb 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
19th Feb 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
22nd Sep 2021 | TEAS SECTION 8 & 9 RECEIVED |
28th Feb 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
28th May 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
28th May 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
28th May 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
12th Apr 2017 | TEAS SECTION 8 & 15 RECEIVED |