accepted and acknowledged
on 09 Sep 2020
Last Applicant/ Owned by
2131 Palomar Airport Road, Suite 330
Carlsbad
CA
92011
Serial Number
86365782 filed on 13th Aug 2014
Registration Number
4742583 registered on 26th May 2015
Correspondent Address
Megan L. Johnson
Filing Basis
1. use application currently
Disclaimer
NO DATA
Providing financial services in the nature of wealth management services and financial advice and consultation; financial asset management; financial investment brokerage, financial trust planning, estate planning, banking and mortgage services, financial planning, checking account and electronic bill payments, savings and investment services, stock brokerage services, administration of health savRead More
Providing financial services in the nature of wealth management services and financial advice and consultation; financial asset management; financial investment brokerage, financial trust planning, estate planning, banking and mortgage services, financial planning, checking account and electronic bill payments, savings and investment services, stock brokerage services, administration of health savings accounts; Financial retirement plan consulting services; and Providing information in the field of finance and financial investments over computer networks and global communications networks
16th Jul 2014
11th Aug 2014
No 86365782
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 09th Sep 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 09th Sep 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 25th Aug 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 02th Jun 2020 | TEAS SECTION 8 & 15 RECEIVED |
| 26th May 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 08th Jul 2015 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| 08th Jul 2015 | SEC 7 REQUEST FILED |
| 07th Jul 2015 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| 18th Jun 2015 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| 17th Jun 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
