on 16 Aug 2024
Last Applicant/ Owned by
2131 Palomar Airport Road, Suite 330
Carlsbad
CA
92011
Serial Number
86365800 filed on 13th Aug 2014
Registration Number
4742584 registered on 26th May 2015
Correspondent Address
Megan L. Johnson
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Providing financial services in the nature of wealth management services and financial advice and consultation; financial asset management; financial investment brokerage, financial trust planning, estate planning, banking and mortgage services, financial planning, checking account and electronic bill payments, savings and investment services, stock brokerage services, administration of health sav Read More
Providing financial services in the nature of wealth management services and financial advice and consultation; financial asset management; financial investment brokerage, financial trust planning, estate planning, banking and mortgage services, financial planning, checking account and electronic bill payments, savings and investment services, stock brokerage services, administration of health savings accounts; Financial retirement plan consulting services; and Providing information in the field of finance and financial investments over computer networks and global communications networks
16th Jul 2014
11th Aug 2014
No 86365800
No Service Mark
No
No
No
No
No
No
No
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No
Status Date | Action Taken |
---|---|
16th Aug 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
16th Aug 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
16th Aug 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
16th Aug 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
30th May 2024 | TEAS SECTION 8 & 9 RECEIVED |
26th May 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
09th Sep 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
09th Sep 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
25th Aug 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
02th Jun 2020 | TEAS SECTION 8 & 15 RECEIVED |