on 12 Oct 2021
Last Applicant/ Owned by
100 Vanguard Blvd.
Malvern
PA
19355
Serial Number
90151794 filed on 01st Sep 2020
Registration Number
6522111 registered on 12th Oct 2021
Correspondent Address
David M. Kelly
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial record keeping for investments; financial records management; preparing financial reports for others; providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services Investment of funds; investment management; financial asset management; Read More
Investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction service; and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans
11th Aug 2020
11th Aug 2020
Financial record keeping for investments; financial records management; preparing financial reports for others; providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services
11th Aug 2020
11th Aug 2020
No 90151794
No Service Mark
No 235.0249
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
19th Nov 2021 | REVIEW OF CORRESPONDENCE COMPLETE - CERTIFICATE OF REG MAILED |
27th Oct 2021 | REVIEW OF CORRESPONDENCE COMPLETE - CERTIFICATE OF REG MAILED |
12th Oct 2021 | REGISTERED-PRINCIPAL REGISTER |
09th Sep 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
08th Sep 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
21st Aug 2021 | STATEMENT OF USE PROCESSING COMPLETE |
21st Aug 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
14th Aug 2021 | USE AMENDMENT FILED |
14th Aug 2021 | TEAS STATEMENT OF USE RECEIVED |
13th Apr 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |