on 02 Jan 2020
Last Applicant/ Owned by
630 Dundee Rd, Suite 200
Northbrook
IL
60062
Serial Number
77969391 filed on 26th Mar 2010
Registration Number
3870110 registered on 02th Nov 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; f 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 Jan 2010
31st Jan 2010
No 77969391
No Service Mark
No 500925
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
23rd Jul 2020 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
05th Jun 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
02th Jan 2020 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
02th Jan 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
02th Jan 2020 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
23rd Dec 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
09th Nov 2019 | TEAS SECTION 8 & 9 RECEIVED |
02th Nov 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
23rd Jan 2016 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
23rd Jan 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |