on 06 Dec 2022
Last Applicant/ Owned by
550 DIAMOND VIEW II
DURHAM
NC
27701
Serial Number
85690786 filed on 30th Jul 2012
Registration Number
4334028 registered on 14th May 2013
Correspondent Address
David H Faux
Filing Basis
1. use application currently
Disclaimer
NO DATA
Advice relating to investments; Capital investment consulting; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Fina Read More
Advice relating to investments; Capital investment consulting; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis and consultation; Financial analysis and research 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 asset management; Financial consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial information provided by electronic means; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial research and information 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Mutual fund investment; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments
05th Jul 1996
22nd Aug 1996
No 85690786
No Service Mark
No CL33-04
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
06th Dec 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
06th Dec 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
06th Dec 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
06th Dec 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
25th May 2022 | TEAS SECTION 8 & 9 RECEIVED |
14th May 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
27th Jun 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
27th Jun 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
27th Jun 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
14th Jun 2018 | TEAS SECTION 8 & 15 RECEIVED |