on 10 Jan 2023
Last Applicant/ Owned by
100 Federal Street
Boston
MA
02110
Serial Number
97024603 filed on 13th Sep 2021
Registration Number
6946176 registered on 10th Jan 2023
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management Read More
Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance; excluding venture capital services from all of the foregoing services
30th Apr 2021
30th Apr 2021
No 97024603
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
13th Aug 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
13th Aug 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
13th Aug 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
26th Jan 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
26th Jan 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
26th Jan 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
26th Jan 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
26th Jan 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
24th Jan 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
10th Jan 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |