record initialized not assigned to examiner
on 22 Dec 2023
Last Applicant/ Owned by
Floor 12 50 California Street
San Francisco
CA
94111
Serial Number
98327997 filed on 22nd Dec 2023
Registration Number
N/A
Correspondent Address
Garner K. Weng
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plaRead More
Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost
No 98327997
No Service Mark
No 17217.28
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 05th Apr 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 22nd Dec 2023 | NEW APPLICATION ENTERED |
