on 09 Oct 2019
Last Applicant/ Owned by
355 Second Street, Suite B
Davis
US
CA
95616
Serial Number
77704290 filed on 01st Apr 2009
Registration Number
3819398 registered on 13th Jul 2010
Correspondent Address
355 Second Street, Suite B
355 Second Street
DAVIS, CA 95616
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial planning; Financial planning and investment advisory services; Fi Read More
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
12th Apr 2009
12th Apr 2009
No 77704290
No Service Mark
No
No
No
No
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No
Status Date | Action Taken |
---|---|
09th Oct 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
09th Oct 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
09th Oct 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
08th Oct 2019 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
08th Oct 2019 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
04th Oct 2019 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
24th Sep 2019 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
24th Sep 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
15th Aug 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
15th Aug 2019 | TEAS SECTION 8 & 9 RECEIVED |