on 30 Aug 2022
Last Applicant/ Owned by
3000 Schwab Way
Westlake
TX
76262
Serial Number
90542496 filed on 23rd Feb 2021
Registration Number
6830388 registered on 30th Aug 2022
Correspondent Address
Louise Arnott
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments Providing a full line of financial and investment servicRead More
providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments
30th Nov 2004
30th Nov 2004
Educational services, namely, conducting seminars, webcasts, training sessions, classes, conferences, and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation; providing a website featuring non-downloadable videos in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation
11th Jun 2013
11th Jun 2013
Providing a full line of financial and investment services, namely, financial planning and investment advisory services, investment management services, investment brokerage, banking services, financial loan consultation, credit and loan services, savings account services, financial administration of retirement plans, financial trust planning, trust services, namely, investment and trust company services, trading in securities, estate trust planning, estate trust management, and insurance brokerage; providing information and analysis in the fields of finance, investment, financial planning, and investment strategy
30th Nov 1984
30th Nov 1984
No 90542496
No Service Mark
No 888677-0013
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 07th Dec 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 07th Dec 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 07th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 07th Dec 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 07th Dec 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 30th Jan 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 30th Jan 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 30th Jan 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 30th Jan 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 30th Aug 2022 | REGISTERED-PRINCIPAL REGISTER |
