accepted and acknowledged
on 08 Jun 2023
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
944031906
Serial Number
87142081 filed on 17th Aug 2016
Registration Number
5247740 registered on 18th Jul 2017
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Economic forecasting services; providing and updating a financial index Advice relating to investments; establishing mutual funds for others; financial advisory and consultancy services; financial analysis and consultation; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for Read More
Economic forecasting services; providing and updating a financial index
31st May 2016
31st May 2016
Advice relating to investments; establishing mutual funds for others; financial advisory and consultancy services; financial analysis and consultation; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, investment fund transfer and transaction services; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; 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; financial information and advisory services; fund investment consultation; funds investment; hedge fund investment services; investment advisory services; investment advisory services; investment consultation; investment management; mutual fund advisory services; mutual fund distribution; mutual fund investment; mutual funds and capital investment; transfer agency services rendered to issuers of investment securities
31st May 2016
31st May 2016
No 87142081
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 08th Jun 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 08th Jun 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 07th Jun 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 02th Dec 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 18th Jul 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 18th Jul 2017 | REGISTERED-PRINCIPAL REGISTER |
| 10th Jun 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
