on 11 Jul 2023
Last Applicant/ Owned by
27200 Agoura Road, Suite 200
Calabasas
CA
91301
Serial Number
97071191 filed on 12th Oct 2021
Registration Number
7103015 registered on 11th Jul 2023
Correspondent Address
Pattric J. Rawlins
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
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 personaliz Read More
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
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
No 97071191
No Service Mark
No 12995208US01
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
08th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
08th Dec 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
08th Dec 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
08th Dec 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
11th Jul 2023 | REGISTERED-PRINCIPAL REGISTER |
11th Jul 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
25th Apr 2023 | PUBLISHED FOR OPPOSITION |
25th Apr 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
05th Apr 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
17th Mar 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |