section 8
on 24 Jun 2022
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
85153279 filed on 15th Oct 2010
Registration Number
4069581 registered on 13th Dec 2011
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. use application currently
Disclaimer
"ADVISOR"
THE COMPLETE ADVISOR [ Investment services, namely, asset acquisition, consultation, development and management services; financial planning services for retail and institutional clients and advisors; brokerage of investment products for retail and institutional clients and advisors, namely, asset management portfolios, Exchange Traded Funds, annuities, real estate investment trusts and mutual fuRead More
Business services, namely, management and business consultation targeted to financial advisors and their clients; business development services, namely, offering start-up support services for financial advisors
01st Feb 2010
01st Feb 2010
[ Investment services, namely, asset acquisition, consultation, development and management services; financial planning services for retail and institutional clients and advisors; brokerage of investment products for retail and institutional clients and advisors, namely, asset management portfolios, Exchange Traded Funds, annuities, real estate investment trusts and mutual funds ]
01st Feb 2010
01st Feb 2010
No 85153279
No Service Mark
No G12332144604
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
24th Jun 2022 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
23rd Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
23rd Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
23rd Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
23rd Feb 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
23rd Feb 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
23rd Feb 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
27th Jan 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
13th Dec 2020 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
17th Jul 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |