on 11 May 2021
Last Applicant/ Owned by
400 Howard Street
San Francisco
CA
94105
Serial Number
90170634 filed on 10th Sep 2020
Registration Number
6347415 registered on 11th May 2021
Correspondent Address
Carrie Webb Olson
Filing Basis
1. use application currently
Disclaimer
NO DATA
Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice, and financial and investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purp Read More
Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice, and financial and investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, evaluation, analysis, and comparison of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring advice and information in the fields of investment advisory, investment management and financial risk management; Financial and investment information provided by electronic means; Mutual fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, funds and mutual funds; Financial advisory services, namely, the structuring, distribution, management and administration of investments, namely, target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, advisory, distribution, administration, management and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; Financial custody services, namely, maintaining possession of financial assets in the nature of mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products for others for financial management purposes
20th May 2019
20th May 2019
No 90170634
No Service Mark
No 704772-01416
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
11th May 2021 | REGISTERED-PRINCIPAL REGISTER |
23rd Feb 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
23rd Feb 2021 | PUBLISHED FOR OPPOSITION |
03rd Feb 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
21st Jan 2021 | ASSIGNED TO EXAMINER |
21st Jan 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
19th Oct 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
14th Sep 2020 | NEW APPLICATION ENTERED IN TRAM |