final action
on 30 Dec 2024
Last Applicant/ Owned by
3721 Douglas Blvd. Suite 350
Roseville
CA
95661
Serial Number
98635501 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 brokerage; 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; Adv Read More
Investment advice; Investment advisory services; Investment banking services; Investment brokerage; 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; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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; Funds investment; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; Merchant banking and investment banking services; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing venture capital, development capital, private equity and investment funding; Real estate investment services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services
N/A
N/A
No 98635501
No Service Mark
No True Alpha
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 ENTERED |
06th Jul 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |