accepted and acknowledged
on 05 Sep 2024
Last Applicant/ Owned by
Suite 105
Memphis
TN
38117
Serial Number
86887004 filed on 26th Jan 2016
Registration Number
5409913 registered on 27th Feb 2018
Correspondent Address
Paige W. Mills
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Computer platform as a service featuring online non-downloadable computer software for use in providing a single centralized dashboard for investment advisors to manage their practices using workflows and monitor key performance indicators from multiple sources, and providing a single portal for clients to effectively manage their personal financial information curated from a variety of sources
Computer platform as a service featuring online non-downloadable computer software for use in providing a single centralized dashboard for investment advisors to manage their practices using workflows and monitor key performance indicators from multiple sources, and providing a single portal for clients to effectively manage their personal financial information curated from a variety of sources
30th Sep 2014
30th Sep 2014
No 86887004
No Service Mark
No 121921.0100
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
05th Sep 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
05th Sep 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
05th Sep 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
19th Feb 2024 | TEAS SECTION 8 & 15 RECEIVED |
27th Feb 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
22nd Aug 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
22nd Aug 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
22nd Aug 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
22nd Aug 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
27th Feb 2018 | REGISTERED-PRINCIPAL REGISTER |