section 8
on 01 Sep 2023
Last Applicant/ Owned by
353 NORTH CLARK STREET, SUITE 2775
CHICAGO
IL
60654
Serial Number
86924832 filed on 01st Mar 2016
Registration Number
5148088 registered on 21st Feb 2017
Correspondent Address
DAVID L. BEA
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"FI"
"FI" Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; 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; Investment advisory services; Management of portfolios comprising securities. Financial services renderRead More
Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; 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; Investment advisory services; Management of portfolios comprising securities. Financial services rendered primarily to retirement plan fiduciaries, namely, consultation in the field of retirement plans; consultation in the field of retirement plan vendors; retirement fund investment services; providing financial information relating to retirement plans; investment management services
03rd Oct 2015
03rd Oct 2015
No 86924832
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 01st Sep 2023 | CANCELLED SEC. 8 (6-YR) |
| 21st Feb 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 14th Jul 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 18th Jun 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 21st Feb 2017 | REGISTERED-PRINCIPAL REGISTER |
| 18th Jan 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 17th Jan 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 22nd Dec 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 22nd Dec 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| 30th Nov 2016 | TEAS STATEMENT OF USE RECEIVED |
