on 12 Sep 2016
Last Applicant/ Owned by
1048 PEARL STREET, SUITE 450
BOULDER
CO
80302
Serial Number
78879071 filed on 08th May 2006
Registration Number
3251250 registered on 12th Jun 2007
Filing Basis
1. use application currently
Disclaimer
NO DATA
Investment advisory and wealth management services; financial services, namely, advisory services regarding estate planning, charitable giving, wealth preservation and asset protection, retirement planning and modeling, and financial risk and debt management
Investment advisory and wealth management services; financial services, namely, advisory services regarding estate planning, charitable giving, wealth preservation and asset protection, retirement planning and modeling, and financial risk and debt management
01st Jan 1994
01st Jan 1994
No 78879071
No Service Mark
No 8889/6
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
15th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
15th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
15th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
17th Jan 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
12th Sep 2016 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
12th Sep 2016 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
12th Sep 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
12th Sep 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
20th Jun 2016 | TEAS SECTION 8 & 9 RECEIVED |
12th Jun 2016 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |