on 03 Oct 2023
Last Applicant/ Owned by
100 Wilshire Boulevard, Suite 700
Santa Monica
CA
90401
Serial Number
97461209 filed on 16th Jun 2022
Registration Number
7179884 registered on 03rd Oct 2023
Correspondent Address
Santa Monica, CA 90401
United States
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non- discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisory Read More
Financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non- discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisory services, namely, ERISA 3(21) fiduciary representative services for retirement plans, ERISA 3(38) manager services, namely, ERISA 3(38) fiduciary representative services for retirement plans; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advice relating to tax, estate planning, fiduciary services, namely, fiduciary representative services, non-fiduciary services, namely, investment advisory services; Financial planning and investment advisory services
21st Mar 2022
31st Mar 2022
No 97461209
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Nov 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
14th Nov 2024 | WITHDRAWAL OF ATTORNEY GRANTED |
11th Jul 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
11th Jul 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
11th Jul 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
11th Jul 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
11th Jul 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
03rd Oct 2023 | REGISTERED-PRINCIPAL REGISTER |
03rd Oct 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
18th Jul 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |