on 09 Jan 2018
Last Applicant/ Owned by
3000 Schwab Way
Westlake
TX
76262
Serial Number
87975844 filed on 28th Jul 2016
Registration Number
5377024 registered on 09th Jan 2018
Correspondent Address
Louise Arnott
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"ADVISORY"
providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software that features information Read More
providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software
14th Mar 2017
14th Mar 2017
providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone
14th Mar 2017
14th Mar 2017
No 87975844
No Service Mark
No 888677-0191
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 07th Dec 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 07th Dec 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 07th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 07th Dec 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 07th Dec 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 30th Jan 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 30th Jan 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 30th Jan 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 30th Jan 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 09th Jan 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
