accepted
on 17 Nov 2020
Last Applicant/ Owned by
1461 Bernal Avenue
Burlingame
US
CA
94010
Serial Number
86326742 filed on 02th Jul 2014
Registration Number
4765877 registered on 30th Jun 2015
Correspondent Address
Burlingame, CA 94010
UNITED STATES
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Capital investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; 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; Fin Read More
Capital investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; 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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, 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; Hedge fund investment services; Investment management; Investment of funds for others; Management of a capital investment fund; Public equity investment management
15th Dec 2014
15th Feb 2015
No 86326742
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
30th Jun 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
17th Nov 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
17th Nov 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
16th Nov 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
22nd Aug 2020 | TEAS SECTION 8 RECEIVED |
30th Jun 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
30th Jun 2015 | REGISTERED-PRINCIPAL REGISTER |
27th May 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
26th May 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
21st May 2015 | STATEMENT OF USE PROCESSING COMPLETE |