on 05 Dec 2017
Last Applicant/ Owned by
500 11th Avenue N Ste 790
Nashville
TN
37203
Serial Number
86921005 filed on 26th Feb 2016
Registration Number
5351198 registered on 05th Dec 2017
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Self-directed individual retirement account services; Financial services, namely, financial administration of self-directed tax-deferred and tax-free retirement accounts and individual 401k plans; Financial services, namely, providing an Internet web portal for individuals to direct and manage investments in private company securities, real estate, precious metals and alternative investments; FinaRead More
Self-directed individual retirement account services; Financial services, namely, financial administration of self-directed tax-deferred and tax-free retirement accounts and individual 401k plans; Financial services, namely, providing an Internet web portal for individuals to direct and manage investments in private company securities, real estate, precious metals and alternative investments; Financial services, namely, financial administration of transactions involving alternative investments and assets held in self-directed individual retirement accounts and individual 401K plans; Financial services, namely, providing financial reporting services relating to custodial and trust accounts for alternative investments; Financial information provided by electronic means in the field of self-directed individual retirement accounts and alternative investments
22nd Feb 2017
22nd Feb 2017
Providing temporary use of a non-downloadable web application for managing self-directed individual retirement accounts, self-directed tax-deferred and tax-free retirement accounts and individual 401k plans; Providing a website featuring non-downloadable software for administration of financial transactions in the nature of alternative investments; Providing a website featuring non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts and individual 401k plans; Providing a website featuring non-downloadable software, electronic forms and instructions for opening self-directed individual retirement accounts and investing in private company securities, real estate, precious metals and alternative investments using funds from self-directed individual retirement accounts; Providing a website featuring non-downloadable software that enables users to manage self-directed individual retirement accounts; Providing a website featuring non-downloadable software that enables users to manage financial transactions involving alternative investments; Providing a website featuring non-downloadable software for reporting financial transactions involving custodial and trust accounts holding alternative investments; Providing an Internet web portal for custodians of individual retirement accounts featuring technology that allows users to send and receive financial records
22nd Feb 2017
22nd Feb 2017
No 86921005
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
05th Dec 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
02th Sep 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
02th Sep 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
02th Sep 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
02th Sep 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
02th Sep 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
05th Dec 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
05th Dec 2017 | REGISTERED-PRINCIPAL REGISTER |
02th Nov 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
01st Nov 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |