on 20 Jan 2023
Last Applicant/ Owned by
24 Greenway Plaza, Suite 546
Houston
TX
77046
Serial Number
85775543 filed on 09th Nov 2012
Registration Number
4361254 registered on 02th Jul 2013
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 planning and investment advisory serv Read More
Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 planning and investment 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
01st Nov 2011
01st Nov 2011
No 85775543
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Jan 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
20th Jan 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
20th Jan 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
20th Jan 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
05th Jul 2022 | TEAS SECTION 8 & 9 RECEIVED |
02th Jul 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
11th Sep 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
11th Sep 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
11th Sep 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
30th Aug 2018 | TEAS SECTION 8 & 15 RECEIVED |