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SEVEN POST PRIVATE INVESTMENT OFFICE
Live/Registered
REGISTERED AND RENEWED

on 02 Feb 2024

Last Applicant/ Owned by

Suite 3150

San Francisco

CA

94104

Serial Number

85784651 filed on 20th Nov 2012

Registration Number

4473623 registered on 28th Jan 2014

in the Principal Register

Correspondent Address

David Lewandowski

David Lewandowski

7800 Rancharrah Parkway

Reno,NV 89511

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

SEVEN POST PRIVATE INVESTMENT OFFICE

Financial services, namely, wealth management services for private and institutional clients; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Financial trust planning; Estate trust planning; Estate trust management; Financial planning services; Financial planning for retirement; Corporate Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, wealth management services for private and institutional clients; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Financial trust planning; Estate trust planning; Estate trust management; Financial planning services; Financial planning for retirement; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial risk management; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Real estate investment services; Management of private equity funds; Private equity consultant services; Private equity fund investment services; Wealth analysis services, namely, identifying investment objectives, providing financial due diligence, conducting financial research, and compiling and analyzing statistics, data and other sources of information for wealth management purposes; Providing information and advice in the field of finance, financial investments and financial valuation; Financial services, namely, investment fund transfer and transaction services; Financial portfolio management; financial portfolio analysis services; Financial consulting services in the field of planned giving on behalf of private and institutional clients


First Use Date in General

02th Sep 2011

First Use Date in Commerce

02th Sep 2011

Mark Details


Serial Number

No 85784651

Mark Type

No Service Mark

Attorney Docket Number

No 057785.0006

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
02th Feb 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02th Feb 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02th Feb 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02th Feb 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
07th Aug 2023TEAS SECTION 8 & 9 RECEIVED
28th Jan 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
27th Oct 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
27th Oct 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED
27th Oct 2020NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
28th Jul 2020TEAS SECTION 8 RECEIVED