on 29 Dec 2020
Last Applicant/ Owned by
5733 Maggiore St
Coral Gables
FL
33146
Serial Number
88937421 filed on 28th May 2020
Registration Number
6232252 registered on 29th Dec 2020
Correspondent Address
John Panourgias
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial consulting and financial reporting related to investments, regulatory risk and compliance for financial purposes Office function services, namely, providing assistance in management and administration of activities in the field of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-tradit Read More
Financial consulting and financial reporting related to investments, regulatory risk and compliance for financial purposes
27th Mar 2020
27th Mar 2020
Office function services, namely, providing assistance in management and administration of activities in the field of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-traditional investments, including, administrative record keeping, investment portfolio record keeping, shareholder register recordkeeping and reporting, preparation and distribution of investor and third-party reporting, accounting services, financial statement preparation services, middle and back-office support staff services, investment transaction monitoring and confirmation for business purposes, and business data compilation in the nature of calculating investment performance; business management and operations consulting services; administration of payroll for others; preparation of federal, state and international tax compliance report and return preparation; the foregoing services are provided to hedge funds, private equity, real estate, venture capital, energy, and other alternative asset advisory firms, family offices, and registered investment advisors
27th Mar 2020
27th Mar 2020
Software as a service (SAAS) featuring software for financial and administrative recordkeeping, accounting, financial valuation, financial performance reporting, and investment portfolio, regulatory risk and compliance record keeping and reporting of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-traditional investments by hedge funds, private equity, real estate, venture capital, energy, and other alternative asset advisory firms, family offices, and registered investment advisors
28th May 2020
28th May 2020
No 88937421
No Service Mark
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No
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No
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No
Status Date | Action Taken |
---|---|
29th Dec 2020 | REGISTERED-PRINCIPAL REGISTER |
13th Oct 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
13th Oct 2020 | PUBLISHED FOR OPPOSITION |
23rd Sep 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
09th Sep 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
09th Sep 2020 | EXAMINERS AMENDMENT -WRITTEN |
09th Sep 2020 | EXAMINER'S AMENDMENT ENTERED |
09th Sep 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
09th Sep 2020 | EXAMINERS AMENDMENT E-MAILED |
07th Sep 2020 | NON-FINAL ACTION E-MAILED |