accepted
on 02 Dec 2022
Last Applicant/ Owned by
601 University Avenue, Ste. 108
Sacramento
US
CA
95825
Serial Number
86817877 filed on 12th Nov 2015
Registration Number
5000394 registered on 12th Jul 2016
Correspondent Address
Samuel K. Swenson
Filing Basis
1. use application currently
Disclaimer
NO DATA
Electronic financial service for the purchase of savings bonds; 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, s Read More
Electronic financial service for the purchase of savings bonds; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, conducting a securities and derivatives exchange; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; 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 United States and overseas market securities
27th Apr 2011
27th Apr 2011
No 86817877
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
02th Dec 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
02th Dec 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
02th Dec 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
14th Jun 2022 | TEAS SECTION 8 RECEIVED |
12th Jul 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
12th Jul 2016 | REGISTERED-SUPPLEMENTAL REGISTER |
08th Jun 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
01st Jun 2016 | ASSIGNED TO LIE |
18th May 2016 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
18th May 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |