on 12 Nov 2019
Last Applicant/ Owned by
2269 Chestnut Street, Suite 308
San Francisco
CA
94123
Serial Number
77870644 filed on 11th Nov 2009
Registration Number
3855902 registered on 05th Oct 2010
Correspondent Address
Mary L. Shapiro
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Investment advice; investment consultation; investment management; financial analysis and consultation; financial planning; financial planning consultation; financial portfolio management; consultation services in the development, selection and review of financial retirement plans for businesses; consultation services in the field of financial planning for retirement for businesses; consultation s Read More
Investment advice; investment consultation; investment management; financial analysis and consultation; financial planning; financial planning consultation; financial portfolio management; consultation services in the development, selection and review of financial retirement plans for businesses; consultation services in the field of financial planning for retirement for businesses; consultation services in the field of financial planning for retirement for individuals; providing investment management and consulting services in the field of annuity products; and consulting services in the field of retirement plan administration and fiduciary compliance
30th Apr 2004
30th Apr 2004
No 77870644
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
11th Jan 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
12th Nov 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
12th Nov 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
12th Nov 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
12th Nov 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
06th Oct 2019 | TEAS SECTION 8 & 9 RECEIVED |
05th Oct 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
19th Oct 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
25th Feb 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
25th Feb 2016 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |