accepted and acknowledged
on 13 Dec 2022
Last Applicant/ Owned by
4707 Executive Drive
San Diego
CA
92121
Serial Number
86830591 filed on 24th Nov 2015
Registration Number
4997912 registered on 12th Jul 2016
Correspondent Address
Timothy J. Lyden
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial planning services; financial services, namely, investment, [ management and administration ] of mutual funds, individual retirement accounts, and other investments; mutual fund advisory services; mutual fund brokerage services; mutual fund distribution services; [ establishing and administering funds for others; mutual fund investment management and consultation services; shareholder ser Read More
Financial planning services; financial services, namely, investment, [ management and administration ] of mutual funds, individual retirement accounts, and other investments; mutual fund advisory services; mutual fund brokerage services; mutual fund distribution services; [ establishing and administering funds for others; mutual fund investment management and consultation services; shareholder services, namely, transfer agency services, distributing dividends to shareholders and shareholder account servicing; ] information, advisory, consultancy and research services relating to finance and investments [ ; investment services, namely, asset acquisition, consultation, development and management services ]
30th Nov 1936
30th Nov 1936
No 86830591
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Jun 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
14th Jun 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
14th Jun 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
14th Jun 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
14th Jun 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
01st Feb 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
01st Feb 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
01st Feb 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
01st Feb 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
01st Feb 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |