accepted and acknowledged
on 12 Jun 2023
Last Applicant/ Owned by
2955 Sacramento Street
San Francisco
CA
949294115
Serial Number
87440491 filed on 08th May 2017
Registration Number
5346095 registered on 28th Nov 2017
Correspondent Address
Steven E. Klein
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial consulting services in the fields of personal wealth, estate planning, financial planning, financial valuation, risk management, and asset management; Financial services, namely, wealth management services; financial retirement plan consulting services; financial consultancy and insurance consultancy; insurance information and consultancy; insurance brokerage services
Financial consulting services in the fields of personal wealth, estate planning, financial planning, financial valuation, risk management, and asset management; Financial services, namely, wealth management services; financial retirement plan consulting services; financial consultancy and insurance consultancy; insurance information and consultancy; insurance brokerage services
31st Jan 2014
31st Jan 2014
No 87440491
No Service Mark
No 100267-4
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
12th Jun 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
12th Jun 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
12th Jun 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
14th Dec 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
14th Dec 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
14th Dec 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
14th Dec 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
14th Dec 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
09th Dec 2022 | TEAS SECTION 8 & 15 RECEIVED |
28th Nov 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |