on 26 Sep 2023
Last Applicant/ Owned by
100 Wilshire Boulevard, Suite 700
Santa Monica
CA
90401
Serial Number
97459348 filed on 15th Jun 2022
Registration Number
7173169 registered on 26th Sep 2023
Correspondent Address
Santa Monica, CA 90401
United States
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial planning and investment advisory services; 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 a Read More
Financial planning and investment advisory services; 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 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) advisor 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
21st Mar 2022
31st Mar 2022
No 97459348
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 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
11th Jul 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
11th Jul 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
26th Sep 2023 | REGISTERED-PRINCIPAL REGISTER |
26th Sep 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
11th Jul 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |