accepted and acknowledged
on 24 May 2023
Last Applicant/ Owned by
SUITE 400
MILWAUKEE
WI
53226
Serial Number
86095760 filed on 18th Oct 2013
Registration Number
5156430 registered on 07th Mar 2017
Correspondent Address
Molly B. Markley
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor marketing and client communications
Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor marketing and client communications
26th Nov 2013
26th Nov 2013
No 86095760
No Service Mark
No INVST-150-TM
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 24th May 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 24th May 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 24th May 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 11th Nov 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 07th Mar 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 29th Sep 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 29th Sep 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 29th Sep 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 12th May 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 20th Aug 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
