accepted and acknowledged
on 07 Nov 2023
Last Applicant/ Owned by
1201 Third Avenue, Suite 4900
Seattle
WA
98101
Serial Number
86395486 filed on 15th Sep 2014
Registration Number
5228507 registered on 20th Jun 2017
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial and investment services, namely, trust and investment management advice; fiduciary representative services; financial portfolio management; financial planning and investment advisory services; financial and investment services namely, investment portfolio account services; financial planning services, namely, establishing and advising on charitable giving programs on behalf of wealthy in Read More
Financial and investment services, namely, trust and investment management advice; fiduciary representative services; financial portfolio management; financial planning and investment advisory services; financial and investment services namely, investment portfolio account services; financial planning services, namely, establishing and advising on charitable giving programs on behalf of wealthy individuals or families; financial portfolio analysis services; estate planning; estate trust management; financial services, namely, estate settlement services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investments; providing information and advice in the field of finance, financial investments, securities and the financial aspects of retirement; financial forecasting, namely, financial portfolio performance simulation and cash flow forecasting; trust management accounts; trust services, namely, investment and trust company services; trustee services
26th Jan 2015
26th Jan 2015
No 86395486
No Service Mark
No 090010-4000
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
07th Nov 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
07th Nov 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
07th Nov 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
03rd Nov 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
03rd Nov 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
03rd Nov 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
03rd Nov 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
03rd Nov 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
03rd Nov 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
10th May 2023 | TEAS SECTION 8 & 15 RECEIVED |