on 25 Oct 2022
Last Applicant/ Owned by
27200 Agoura Road, Suite 200
Calabasas
CA
91301
Serial Number
90823777 filed on 12th Jul 2021
Registration Number
6882976 registered on 25th Oct 2022
Correspondent Address
Lisa Teixeira Agueda
Filing Basis
1. use application currently
Disclaimer
NO DATA
Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative inve Read More
Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning and financial advice in the field of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized financial consulting in the nature of providing financial investment information, investment account financial management and securities brokerage services
30th Nov 1982
30th Nov 1982
Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors
30th Nov 1982
30th Nov 1982
No 90823777
No Service Mark
No 129952-004US
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
25th Oct 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
25th Oct 2022 | REGISTERED-PRINCIPAL REGISTER |
09th Aug 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
09th Aug 2022 | PUBLISHED FOR OPPOSITION |
20th Jul 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
05th Jul 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
07th Jun 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
06th Jun 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
06th Jun 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
06th Dec 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |