on 13 May 2017
Last Applicant/ Owned by
SUITE 4700
CHICAGO
IL
60606
Serial Number
78735176 filed on 18th Oct 2005
Registration Number
3220789 registered on 20th Mar 2007
Correspondent Address
Lema Khorshid
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational fi Read More
Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services
04th Dec 2005
04th Dec 2005
No 78735176
No Service Mark
No 51190
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Jun 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
20th Feb 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
20th Feb 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
20th Feb 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
20th Feb 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
20th Feb 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
15th Feb 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
14th May 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
13th May 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
13th May 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |