on 20 May 2017
Last Applicant/ Owned by
145 Bank Street
Waterbury
CT
06702
Serial Number
78786390 filed on 06th Jan 2006
Registration Number
3334608 registered on 13th Nov 2007
Correspondent Address
Atlanta, GA 30309
United States
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
financial services, namely, financial planning; financial advisory services; financial management services; customized financial management; asset management; investment management; investment consultation; fund investment services; online fund investment services; investment brokerage services; online investment brokerage services; money market account services; mutual fund administration and bro Read More
financial services, namely, financial planning; financial advisory services; financial management services; customized financial management; asset management; investment management; investment consultation; fund investment services; online fund investment services; investment brokerage services; online investment brokerage services; money market account services; mutual fund administration and brokerage services; trust services, namely, investment services and trust company services; record keeping and reporting services, namely, safekeeping, investing and managing assets, executing and settling securities trades, corporate financial action reporting and management, financial transaction processing, tracking and reporting financial account, asset and financial transaction information, online financial account services, preparing account statements and summaries; retirement planning; college tuition planning; fund investment services in the nature of providing individual retirement accounts, 529 education savings plans, and Uniform Gifts to Minors Act accounts; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on-line financial calculators; investment management and distribution of annuities; providing information in the fields of finance, investments, asset management, and financial planning, via the internet, global networks, telephone, facsimile and/or any other means
31st May 1999
31st May 1999
No 78786390
No Service Mark
No 11394.00002
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
13th Jun 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
13th Jun 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
13th Jun 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
20th May 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
20th May 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
20th May 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
20th May 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
24th Mar 2017 | TEAS SECTION 8 & 9 RECEIVED |
13th Nov 2016 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
08th May 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |