on 14 Aug 2023
Last Applicant/ Owned by
4061 East Castro Valley Blvd, PMB 165
Castro Valley
CA
94552
Serial Number
78130884 filed on 23rd May 2002
Registration Number
2775511 registered on 21st Oct 2003
Correspondent Address
Bradley P. Hartman
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Researching and identifying appropriate charitable organizations to assist clients in making charitable gifts Financial services, namely, [ cash management, ] distribution of charitable trust funds [, ] [ estate planning, estate ] [ * and * ] [trust management, fiduciary services and representation, financial analysis and consultation, financial management, financial planning, financial portfolio Read More
Researching and identifying appropriate charitable organizations to assist clients in making charitable gifts
01st Jun 1994
01st Jun 1994
Financial services, namely, [ cash management, ] distribution of charitable trust funds [, ] [ estate planning, estate ] [ * and * ] [trust management, fiduciary services and representation, financial analysis and consultation, financial management, financial planning, financial portfolio management, financial research, fund investment consultation, investment and trust company services, investment consultation, investment management, investment management of and distribution of variable annuities, investment of funds for others, and trust management; administration and consultation trust services, namely, investment and trust company services ]
01st Jun 1994
01st Jun 1994
No 78130884
No Service Mark
No 1245.01.01
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Aug 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
14th Aug 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
14th Aug 2023 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
14th Aug 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
27th Jan 2023 | TEAS SECTION 8 & 9 RECEIVED |
09th Dec 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
09th Dec 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
09th Dec 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
21st Oct 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
15th Aug 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |