granted
on 22 Aug 2024
Last Applicant/ Owned by
27200 Agoura Road, Suite 200
Calabasas
CA
91301
Serial Number
90638684 filed on 12th Apr 2021
Registration Number
N/A
Correspondent Address
Pattric J. Rawlins
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning and financial advice in the field of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personaliz Read More
Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors
N/A
N/A
Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning and financial advice in the field of selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized financial consulting in the nature of providing financial investment information, investment account financial management and securities brokerage services
N/A
N/A
No 90638684
No Service Mark
No 12995201US01
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
22nd Aug 2024 | SOU EXTENSION 4 GRANTED |
22nd Aug 2024 | SOU EXTENSION 4 FILED |
22nd Aug 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
22nd Aug 2024 | SOU TEAS EXTENSION RECEIVED |
15th Feb 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
14th Feb 2024 | SOU EXTENSION 3 GRANTED |
14th Feb 2024 | SOU EXTENSION 3 FILED |
14th Feb 2024 | SOU TEAS EXTENSION RECEIVED |
03rd Nov 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
03rd Nov 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |