section 8
on 23 Feb 2024
Last Applicant/ Owned by
2301 Rosecrans Ave, Suite 5100
El Segundo
CA
90245
Serial Number
86903088 filed on 10th Feb 2016
Registration Number
5261935 registered on 08th Aug 2017
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"1040"
Providing temporary use of on-line non-downloadable software for accessing and creating reports relating to federal tax returns "1040" Financial services, namely, securities broker-dealer services, fee-based financial planning programs, financial and investment advisory programs for independent financial professionals, financial consultation; investment services, namely, investment management, iRead More
Providing temporary use of on-line non-downloadable software for accessing and creating reports relating to federal tax returns
23rd May 2016
23rd May 2016
Educational services, namely, seminars, workshops and classes regarding financial services products, sales and practice management in the fields of financial services, investment services, brokerage account services, estate planning and insurance brokerage services
23rd May 2016
23rd May 2016
Financial services, namely, securities broker-dealer services, fee-based financial planning programs, financial and investment advisory programs for independent financial professionals, financial consultation; investment services, namely, investment management, investment portfolio analysis, advice relating to investments; providing information in the fields of finance and investments; providing information in the field of brokerage account services; providing information in the fields of estate planning and insurance brokerage services; providing a website featuring information pertaining to financial services reports for financial services representatives
23rd May 2016
23rd May 2016
No 86903088
No Service Mark
No 18243.00044
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 23rd Feb 2024 | CANCELLED SEC. 8 (6-YR) |
| 08th Aug 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 09th Nov 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 09th Nov 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 09th Nov 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 09th Nov 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 09th Nov 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 03rd Oct 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 08th Aug 2017 | REGISTERED-PRINCIPAL REGISTER |
| 01st Jul 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
