section 8
on 20 Sep 2019
Last Applicant/ Owned by
211 Main Street
San Francisco
CA
94105
Serial Number
77540855 filed on 06th Aug 2008
Registration Number
4292547 registered on 19th Feb 2013
Correspondent Address
Kimberly A. Eckhart
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Educational services, namely, conducting seminars and workshops in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Providing online publications, namely, booklets, leaflets, brochures and pamphlets in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money m Read More
Electronic publications recorded on computer media and downloadable electronic publications, namely, booklets, leaflets, brochures, and pamphlets, in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management
11th Mar 2009
11th Mar 2009
Printed material pertaining to investment strategy, finance, financial planning, portfolio management, retirement planning, and money management, namely, booklets, leaflets, brochures, and pamphlets
11th Mar 2009
11th Mar 2009
Providing information and analysis in the fields of economics and business
20th Jan 2009
20th Jan 2009
Financial services, namely, retirement planning and investment consultation services; Providing a website containing financial and investment information; Banking services, namely, checking accounts; Providing an interactive online computer database in the fields of investing, finance, financial planning and financial investment strategy; Providing financial investment account and portfolio information and analysis by electronic means; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual finds, money market funds, commodities, futures, options, and indices of any of them; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Variable annuity services; Investment account information services; Financial planning services; Cash management account services; Fixed income investment services; Managed account services, namely, assisting clients in selecting investment strategies and allocating and managing investments within their financial investment accounts; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy; Providing portfolio management services and financial investment account information; Providing news, information, research, databases, and analysis in the fields of investing, finance and financial planning; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them, provided electronically and via global information networks; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy by online means; Providing a website featuring online portfolio management services and financial investment account information; Providing a website featuring news, information, research, databases, and analysis in the fields of investing, finance, and financial planning
20th Jan 2009
20th Jan 2009
Educational services, namely, conducting seminars and workshops in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Providing online publications, namely, booklets, leaflets, brochures and pamphlets in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management; Webcasts and online tutorials in the fields of investment strategy, finance, financial planning, portfolio management, retirement planning, and money management
20th Jan 2009
20th Jan 2009
Providing online non-downloadable portfolio management tools; Providing a website featuring financial decision-making tools and investment research tools; Providing a website featuring online portfolio management tools; Providing a website featuring online financial decision-making tools and investment research tools
20th Jan 2009
20th Jan 2009
No 77540855
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Sep 2019 | CANCELLED SEC. 8 (6-YR) |
19th Feb 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
24th Apr 2013 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
18th Apr 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
26th Mar 2013 | TEAS SECTION 7 REQUEST RECEIVED |
19th Feb 2013 | REGISTERED-PRINCIPAL REGISTER |
12th Jan 2013 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
11th Jan 2013 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
10th Jan 2013 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
27th Nov 2012 | STATEMENT OF USE PROCESSING COMPLETE |