accepted and acknowledged
on 05 Jun 2023
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
87011474 filed on 22nd Apr 2016
Registration Number
5211987 registered on 30th May 2017
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. use application currently
Disclaimer
NO DATA
Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
28th Mar 2016
28th Mar 2016
No 87011474
No Service Mark
No 132926398124
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 05th Jun 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 05th Jun 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 05th Jun 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 28th Nov 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 30th May 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 23rd Feb 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 23rd Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 23rd Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 23rd Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 23rd Feb 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
