on 19 Sep 2023
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
94403
Serial Number
85891832 filed on 01st Apr 2013
Registration Number
4496197 registered on 11th Mar 2014
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financi Read More
Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; 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; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment
01st May 2013
01st May 2013
No 85891832
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
19th Sep 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
19th Sep 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
19th Sep 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
19th Sep 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
11th Mar 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
11th Mar 2023 | TEAS SECTION 8 & 9 RECEIVED |
17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
19th Apr 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |