accepted and acknowledged
on 10 Feb 2023
Last Applicant/ Owned by
111 Huntington Avenue
Boston
MA
02199
Serial Number
86739712 filed on 27th Aug 2015
Registration Number
5011274 registered on 02th Aug 2016
Correspondent Address
Susan Neuberger Weller
Filing Basis
1. use application currently
Disclaimer
NO DATA
mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; Read More
mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information
30th Sep 2013
30th Sep 2013
No 86739712
No Service Mark
No 058213422T01
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
10th Feb 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
10th Feb 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
10th Feb 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
26th Jul 2022 | TEAS SECTION 8 & 15 RECEIVED |
02th Aug 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
20th Jul 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
20th Jul 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
20th Jul 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
05th May 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
05th May 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |