granted
on 14 Oct 2024
Last Applicant/ Owned by
1415 Vantage Park Drive, 3rd Floor
Charlotte
NC
28203
Serial Number
97588006 filed on 12th Sep 2022
Registration Number
N/A
Correspondent Address
Angela C. Wilcox
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial services, namely, investment advice, investment management, investment consultation services; wealth management services, investment management services, investment advisory services relating to buying and selling of investments; financial asset management services, financial portfolio management services, financial planning services, equity capital investment services, cash management a Read More
Financial services, namely, investment advice, investment management, investment consultation services; wealth management services, investment management services, investment advisory services relating to buying and selling of investments; financial asset management services, financial portfolio management services, financial planning services, equity capital investment services, cash management account services, financial risk management advisory services, individual retirement account services and brokerage services in the fields of stocks, bonds, options, mutual funds, commodities, futures and other securities; proprietary securities trading services; private placements of hedge funds, private equity funds, securities and derivatives for others; providing information and advice in the field of finance, financial investments, financial valuation and the financial aspects of retirement
N/A
N/A
No 97588006
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Oct 2024 | SOU EXTENSION 2 GRANTED |
14th Oct 2024 | SOU EXTENSION 2 FILED |
14th Oct 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
14th Oct 2024 | SOU TEAS EXTENSION RECEIVED |
09th Apr 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
04th Apr 2024 | SOU TEAS EXTENSION RECEIVED |
04th Apr 2024 | SOU EXTENSION 1 FILED |
04th Apr 2024 | SOU EXTENSION 1 GRANTED |
01st Nov 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
01st Nov 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |