on 02 Nov 2022
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
85244533 filed on 17th Feb 2011
Registration Number
4155088 registered on 05th Jun 2012
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial planning services, and investment consultation and asset allocation services
Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial planning services, and investment consultation and asset allocation services
29th Mar 2011
29th Mar 2011
No 85244533
No Service Mark
No 132926398124
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
18th Sep 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
02th Nov 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
02th Nov 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
02th Nov 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
31st Oct 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
29th Apr 2022 | TEAS SECTION 8 & 9 RECEIVED |
05th Jun 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
23rd Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
23rd Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
23rd Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |