on 16 Aug 2023
Last Applicant/ Owned by
500 Hills Drive
Bedminster
NJ
07921
Serial Number
76382010 filed on 14th Mar 2002
Registration Number
2695278 registered on 11th Mar 2003
Correspondent Address
Carrie Webb Olson
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial services, namely investment management, investment advisory, retirement planning, management, administration, distribution and brokerage of retirement accounts, custodian services for retirement accounts, securities and other financial instruments, establishing mutual funds for others, mutual-fund brokerage and estate planning, settlement and trust management
Financial services, namely investment management, investment advisory, retirement planning, management, administration, distribution and brokerage of retirement accounts, custodian services for retirement accounts, securities and other financial instruments, establishing mutual funds for others, mutual-fund brokerage and estate planning, settlement and trust management
07th Aug 2000
07th Aug 2000
No 76382010
No Service Mark
No 461197101440
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
25th Jul 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
25th Jul 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
25th Jul 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
25th Jul 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
16th Aug 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
16th Aug 2023 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
16th Aug 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
16th Aug 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
30th Jan 2023 | TEAS SECTION 8 & 9 RECEIVED |
11th Mar 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |