accepted and acknowledged
on 09 Sep 2021
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
85967060 filed on 21st Jun 2013
Registration Number
4744216 registered on 26th May 2015
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial and investment services, namely, investment advisory, consultation, and management services; financial-planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, Read More
Financial and investment services, namely, investment advisory, consultation, and management services; financial-planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk-management consultation
06th Nov 2013
06th Nov 2013
No 85967060
No Service Mark
No 132926398124
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
18th Sep 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
26th May 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
09th Sep 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
09th Sep 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
09th Sep 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
24th May 2021 | TEAS SECTION 8 & 15 RECEIVED |
23rd Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
23rd Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
23rd Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
23rd Feb 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |