accepted and acknowledged
on 16 Nov 2021
Last Applicant/ Owned by
3000 Schwab Way
Westlake
TX
76262
Serial Number
85889202 filed on 28th Mar 2013
Registration Number
4795650 registered on 18th Aug 2015
Correspondent Address
Louise Arnott
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Banking services; financial research; providing financial and investment advice, analysis and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of the forgoing; financial and investment services, namely, management Read More
educational services, namely, workshops, seminars, and conferences in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation; educational services, namely, providing webcasts in the fields of investment, finance, business, financial planning, portfolio management, money management, investment strategy and asset allocation; educational services, namely, providing online training sessions in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation
12th Jun 2013
12th Jun 2013
Banking services; financial research; providing financial and investment advice, analysis and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of the forgoing; financial and investment services, namely, management of mutual funds, money market funds, exchange traded funds, index funds and managed accounts; financial and investment services, namely, financial trust services for employee benefit plans; financial and investment services, namely, custody services maintaining possession of financial assets of others for employee benefit plans; financial and investment services, namely, cash management account services; financial and investment services, namely, distribution of annuities; financial and investment advisory services featuring custody, trading and support; financial administration of retirement plans; providing a website containing financial and investment information for use by investors
11th Jun 2013
12th Jun 2013
printed publications, namely, brochures [ and reports ] in the fields of investment, portfolio management, investment strategy and asset allocation [ ; printed instructional and teaching materials in the fields of investment, investment strategy and asset allocation ]
31st Jul 2013
31st Jul 2013
downloadable electronic publications, namely, brochures and reports in the fields of investment, finance and business; downloadable electronic instructional and teaching materials in the fields of investment, finance, financial planning, portfolio management, money management, investment strategy and asset allocation
24th Jun 2013
24th Jun 2013
No 85889202
No Service Mark
No 888677-0138
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
18th Aug 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
07th Dec 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
07th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
07th Dec 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
07th Dec 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
07th Dec 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
30th Jan 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
30th Jan 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
30th Jan 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
30th Jan 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |