on 13 Aug 2019
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
944031906
Serial Number
88216472 filed on 04th Dec 2018
Registration Number
5836393 registered on 13th Aug 2019
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and Read More
Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mutual fund advisory services; Mutual fund analysis services
30th Sep 2018
30th Sep 2018
No 88216472
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 13th Aug 2019 | REGISTERED-PRINCIPAL REGISTER |
| 12th Jul 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 11th Jul 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 10th Jul 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| 10th Jul 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 18th Jun 2019 | USE AMENDMENT FILED |
| 18th Jun 2019 | TEAS STATEMENT OF USE RECEIVED |
