accepted and acknowledged
on 30 Jun 2022
Last Applicant/ Owned by
340 PALLADIO PARKWAY, SUITE 501
FOLSOM
CA
95630
Serial Number
87049415 filed on 25th May 2016
Registration Number
5127626 registered on 24th Jan 2017
Correspondent Address
Kimberlee A. Boyle
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
"WEALTH MANAGEMENT"
"WEALTH MANAGEMENT" Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment managementRead More
Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment management; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
15th Apr 2005
15th Apr 2015
No 87049415
No Service Mark
No ALLW-0001
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Jul 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
20th Jul 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
20th Jul 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
22nd Mar 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
30th Jun 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
30th Jun 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
30th Jun 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
12th Apr 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
12th Apr 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
12th Apr 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |