on 03 Jul 2018
Last Applicant/ Owned by
3000 Schwab Way
Westlake
TX
76262
Serial Number
87609940 filed on 15th Sep 2017
Registration Number
5509951 registered on 03rd Jul 2018
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Banking services; providing financial and investment advice, analysis, management and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of the forgoing; financial and investment services, namely, cash management ac Read More
Banking services; providing financial and investment advice, analysis, management and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of the forgoing; financial and investment services, namely, cash management account services; financial and investment services, namely, management of mutual funds, money market funds, exchange traded funds, index funds and managed accounts; wealth management services; investment management; financial planning and investment advisory services; retirement fund investment; providing a website containing financial and investment information for use by investors
21st Sep 2017
21st Sep 2017
No 87609940
No Service Mark
No 888677-0145
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
07th Dec 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
07th Dec 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
07th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
07th Dec 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
07th Dec 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
03rd Jul 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
30th Jan 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
30th Jan 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
30th Jan 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
30th Jan 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |