on 27 Sep 2022
Last Applicant/ Owned by
5000 Birch Street, Suite 8000
Newport Beach
CA
92660
Serial Number
90727459 filed on 21st May 2021
Registration Number
6860955 registered on 27th Sep 2022
Correspondent Address
Timothy J. Lyden
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Investment brokerage; brokerage in the fields stocks, bonds, mutual funds; financial advisory and consultancy services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, and other securities, and the investment of funds of others; financial consultation in the fields of stocks, bonds, mutual funds; financial consulting; financial investmen Read More
Investment brokerage; brokerage in the fields stocks, bonds, mutual funds; financial advisory and consultancy services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, and other securities, and the investment of funds of others; financial consultation in the fields of stocks, bonds, mutual funds; financial consulting; financial investment in the fields of stocks, bonds, mutual funds; financial planning; financial planning and investment advisory services; financial planning for retirement; financial portfolio analysis services; financial portfolio management; financial research and information services; financial services in the nature of an investment security; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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
17th Dec 2021
17th Dec 2021
No 90727459
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
27th Sep 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
27th Sep 2022 | REGISTERED-PRINCIPAL REGISTER |
25th Aug 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
24th Aug 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
10th Aug 2022 | STATEMENT OF USE PROCESSING COMPLETE |
10th Aug 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
22nd Jul 2022 | USE AMENDMENT FILED |
22nd Jul 2022 | TEAS STATEMENT OF USE RECEIVED |
10th May 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
15th Mar 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |