on 02 Oct 2015
Last Applicant/ Owned by
151 National Drive
Glastonbury
CT
06033
Serial Number
78651428 filed on 15th Jun 2005
Registration Number
3093301 registered on 16th May 2006
Correspondent Address
Jacqueline P. Scheib
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial investment services, namely, investment supervisory services in the field of mutual funds, financial account services for investment advisor representatives in the nature of financial analysis and advice on investment strategy, determining portfolio allocations based on client profiles, investment account performance monitoring, customized report generation pertaining to investment accou Read More
Financial investment services, namely, investment supervisory services in the field of mutual funds, financial account services for investment advisor representatives in the nature of financial analysis and advice on investment strategy, determining portfolio allocations based on client profiles, investment account performance monitoring, customized report generation pertaining to investment account performance, and provision of managed account program for investment advisor representatives with continuous marketing, training, and operational support
30th Apr 2002
31st Jul 2002
No 78651428
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Aug 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
14th Aug 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
14th Aug 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
28th Jun 2016 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
28th Jun 2016 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
02th Oct 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
02th Oct 2015 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
02th Oct 2015 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
02th Oct 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
01st Sep 2015 | TEAS SECTION 8 & 9 RECEIVED |