final action
on 30 Dec 2024
Last Applicant/ Owned by
3721 Douglas Blvd. Suite 350
Roseville
CA
95661
Serial Number
98635494 filed on 06th Jul 2024
Registration Number
N/A
Correspondent Address
Roseville, CA 95661
United States
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Investment advice; Investment advisory services; Investment banking services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to invest Read More
Investment advice; Investment advisory services; Investment banking services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; 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 consultancy relating to civil infrastructure investment; 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, 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, 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; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Management of a capital investment fund; Merchant banking and investment banking services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services
N/A
N/A
No 98635494
No Service Mark
No Tax Alpha 24
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
30th Dec 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
30th Dec 2024 | NON-FINAL ACTION E-MAILED |
30th Dec 2024 | NON-FINAL ACTION WRITTEN |
29th Dec 2024 | ASSIGNED TO EXAMINER |
06th Jul 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
06th Jul 2024 | NEW APPLICATION ENTERED |