on 28 Sep 2019
Last Applicant/ Owned by
909 MARINA PARKWAY VILLAGE, #587
ALAMEDA
CA
94501
Serial Number
77743976 filed on 25th May 2009
Registration Number
3826213 registered on 27th Jul 2010
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
[ Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Brokerage services for capital investments; Capital investment consultation; Capital investment services; Equity capital investment; ] Financial administration of retirement plans; Financial advisory an Read More
[ Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Brokerage services for capital investments; Capital investment consultation; Capital investment services; Equity capital investment; ] Financial administration of retirement plans; Financial advisory and consultancy services; [ Financial information and advisory services; Financial planning and investment advisory services; ] Financial planning for retirement; [ Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; ]Fund investment consultation; [ Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; 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; Funds investment; Insurance and financial information and consultancy services; ] Investment advice; Investment advisory services; [ Investment brokerage; Investment by electronic means; Investment clubs; ] Investment consultation; Investment management; [ Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Maintaining escrow accounts for investments; Management of a capital investment fund; Mutual funds and capital investment; On-line financial planning services; Private equity fund investment services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; ] Providing financial information [ ; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing on-line financial calculators; Providing stock/securities market information; Provision of financial information; Securities trading and investing services for others via the internet ]
01st Dec 2009
01st Dec 2009
No 77743976
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
13th Mar 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
13th Mar 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
13th Mar 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
28th Sep 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
28th Sep 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
28th Sep 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
24th Sep 2019 | TEAS SECTION 8 & 9 RECEIVED |
21st Aug 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
27th Jul 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
22nd May 2019 | POST REGISTRATION ACTION MAILED - SEC. 7 |