accepted and acknowledged
on 25 May 2024
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
94403-1906
Serial Number
87889598 filed on 23rd Apr 2018
Registration Number
5611946 registered on 20th Nov 2018
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial portfolio analysis services; Financial portfolio management; 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, Read More
Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial portfolio analysis services; Financial portfolio management; 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 information and advisory 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; Funds investment; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mutual fund advisory services; Mutual fund analysis services; Transfer agency services rendered to issuers of investment securities
01st Mar 2015
01st Mar 2015
No 87889598
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
25th May 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
25th May 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
25th May 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
20th Nov 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
20th Nov 2023 | TEAS SECTION 8 & 15 RECEIVED |
17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
20th Nov 2018 | REGISTERED-PRINCIPAL REGISTER |
04th Sep 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |