accepted and acknowledged
on 26 Sep 2023
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
944031906
Serial Number
87185184 filed on 27th Sep 2016
Registration Number
5234002 registered on 27th Jun 2017
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Promoting public awareness of the need for funding college savings accounts; promoting public awareness of college savings and funding college savings accounts; promotion and marketing services and related consulting; promotion of financial and insurance services, on behalf of third parties; advertising, marketing and promotion services in the field of college savings Advice relating to investmen Read More
Advice relating to investments; establishing mutual funds for others; financial advisory and consultancy services; financial analysis and consultation; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, investment fund transfer and transaction services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial exchange; financial information and advisory services; financial management; financial planning; financial portfolio management; financial valuations; fund investment consultation; funds investment; hedge fund investment services; investment advisory services; investment consultation; investment management; mutual fund advisory services; mutual fund distribution; mutual fund investment; mutual funds and capital investment; transfer agency services rendered to issuers of investment securities; accepting and administering monetary charitable contributions; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, savings programs for youths; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities
28th Jan 2017
28th Jan 2017
Promoting public awareness of the need for funding college savings accounts; promoting public awareness of college savings and funding college savings accounts; promotion and marketing services and related consulting; promotion of financial and insurance services, on behalf of third parties; advertising, marketing and promotion services in the field of college savings
28th Jan 2017
28th Jan 2017
No 87185184
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
26th Sep 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
26th Sep 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
26th Sep 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
26th Mar 2023 | TEAS SECTION 8 & 15 RECEIVED |
27th Jun 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
27th Jun 2017 | REGISTERED-PRINCIPAL REGISTER |
23rd May 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |