on 31 Mar 2020
Last Applicant/ Owned by
630 Dundee Rd, Suite 200
Northbrook
IL
60062
Serial Number
77886973 filed on 05th Dec 2009
Registration Number
3827463 registered on 03rd Aug 2010
Correspondent Address
Amy Brozenic
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial portfolio management; investment services, namely, funds investment, fund investment consultation, investment management of and distribution of variable annuities, mutual fund investment; investment account services, namely, maintaining escrow accounts for investments; cash management account services; retirement fund investment services, namely, investment of funds for others; financial Read More
Financial portfolio management; investment services, namely, funds investment, fund investment consultation, investment management of and distribution of variable annuities, mutual fund investment; investment account services, namely, maintaining escrow accounts for investments; cash management account services; retirement fund investment services, namely, investment of funds for others; financial information and consultation in the nature of retirement planning, retirement plan design and support and retirement plan administration services; funds investment and consultation services in all asset classes; high-yield funds investment and consultation services; mutual funds and capital investment; retirement fund administration services, namely, plan design, administration, and record keeping; fixed income, equities, alternative investments, and derivatives fund management and consultation services
31st Dec 2003
31st Dec 2003
No 77886973
No Service Mark
No 498029
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
31st Mar 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
31st Mar 2020 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
31st Mar 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
31st Mar 2020 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
04th Feb 2020 | TEAS SECTION 8 & 9 RECEIVED |
03rd Aug 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
03rd Sep 2016 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
03rd Sep 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
03rd Sep 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
27th Jun 2016 | TEAS SECTION 8 & 15 RECEIVED |