on 28 Feb 2023
Last Applicant/ Owned by
4th Floor
Grand Cayman
KY
KY1-9010
Serial Number
85493596 filed on 13th Dec 2011
Registration Number
4189877 registered on 14th Aug 2012
Correspondent Address
Michelle Miu Epstein
Filing Basis
1. use application currently
Disclaimer
NO DATA
Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Commodit Read More
Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Credit and financial consultation; Electronic financial trading services; Equity capital investment; Financial administration of retirement plans; Financial administration of scholarship programs; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial clearing houses; Financial consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial securities exchange services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Insurance and financial information and consultancy services; Investment advice; Investment advisory services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; On-line trading of financial instruments, shares, options and other derivative products; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Private equity fund investment services; Providing a web site featuring personal financial information and financial advice; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Providing venture capital, development capital, private equity and investment funding; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; Provision of financial information; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Securities trading and investing services for others via the internet; Strategic corporate financial advisory services; Strategic financial advisory services; Trust services, namely, investment and trust company services
19th Sep 2011
19th Sep 2011
No 85493596
No Service Mark
No ME-695
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
28th Feb 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
28th Feb 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
28th Feb 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
28th Feb 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
09th Aug 2022 | TEAS SECTION 8 & 9 RECEIVED |
14th Aug 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
21st Aug 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
21st Aug 2018 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
21st Aug 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
21st Aug 2018 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |