accepted and acknowledged
on 19 Sep 2022
Last Applicant/ Owned by
1916 Ayrsley Town Boulevard
Charlotte
NC
28217
Serial Number
87093023 filed on 05th Jul 2016
Registration Number
5150356 registered on 28th Feb 2017
Correspondent Address
Andrew Hollander
Filing Basis
1. use application currently
Disclaimer
"AUTO PORTABILITY"
RETIREMENT CLEARINGHOUSE AUTO PORTABILITY Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer'Read More
Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by locating and verifying the address of plan participants, providing counseling, completing necessary forms and other required paperwork, manually or electronically, contacting plan sponsors or plan providers and managing the transfer via telephone, mail or the internet; financial services, namely, financial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting services, namely, assisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans
16th Dec 2014
16th Dec 2014
No 87093023
No Service Mark
No 2826407.0108
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 01st May 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 01st May 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 01st May 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 01st May 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 19th Sep 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 19th Sep 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 19th Sep 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 23rd Mar 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 28th Feb 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 28th Feb 2017 | REGISTERED-PRINCIPAL REGISTER |
