on 21 Aug 2017
Last Applicant/ Owned by
80 LAMBERTON ROAD
WINDSOR
CT
06095
Serial Number
78452971 filed on 19th Jul 2004
Registration Number
3345094 registered on 27th Nov 2007
Correspondent Address
John V. Hobgood, Esquire
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
providing temporary use of on-line, non-downloadable, Internet-based software to funds, funds of funds, trusts, managed accounts, institutional investors, retirement plans, investment managers, corporations, general partnerships, limited partnerships, limited liability companies, and family wealth offices, individual investors, and other fund investors, for evaluation and risk assessment of invest Read More
providing temporary use of on-line, non-downloadable, Internet-based software to funds, funds of funds, trusts, managed accounts, institutional investors, retirement plans, investment managers, corporations, general partnerships, limited partnerships, limited liability companies, and family wealth offices, individual investors, and other fund investors, for evaluation and risk assessment of investment fund performance, risk assessment, strategy, and other summary information regarding investment funds, portfolios or accounts
15th Mar 2005
09th May 2005
[ fund administration for funds, hedge funds, funds of funds, trusts, managed accounts, institutional investors, retirement plans, investment managers, corporations, general partnerships, limited partnerships, limited liability companies, family wealth offices, individual investors, and other fund investors ]
15th Mar 2005
09th May 2005
[ business administrative support services for funds, funds of funds, trusts, managed accounts, institutional investors, retirement plans, investment managers, corporations, general partnerships, limited partnerships, limited liability companies, family wealth offices, individual investors, and other fund investors, namely, records maintenance, preparation of NAVs and investor return statements, preparation of profit and loss statements, risk reporting, middle and back office advisory services ]
15th Mar 2005
09th May 2005
No 78452971
No Service Mark
No 105062.136
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
29th Mar 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
02th Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
02th Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
02th Feb 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
02th Feb 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
02th Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
02th Feb 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
21st Aug 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
21st Aug 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
21st Aug 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |