on 25 Mar 2021
Last Applicant/ Owned by
301 West Barbee Chapel Road, Suite 200
Chapel Hill
NC
27517
Serial Number
85134955 filed on 21st Sep 2010
Registration Number
3984522 registered on 28th Jun 2011
Correspondent Address
Steven J. Hultquist
Filing Basis
1. use application currently
Disclaimer
"INVESTMENTS"
Financial services, namely, investment portfolio management and provision of financial advice regarding asset allocation and regarding transactions in securities and financial instruments "INVESTMENTS"
Financial services, namely, investment portfolio management and provision of financial advice regarding asset allocation and regarding transactions in securities and financial instruments
22nd Jun 2007
22nd Jun 2007
No 85134955
No Service Mark
No 4300-105
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 25th Mar 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 25th Mar 2021 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 25th Mar 2021 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 25th Mar 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 13th Dec 2020 | TEAS SECTION 8 & 9 RECEIVED |
| 28th Jun 2020 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 07th Sep 2016 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 07th Sep 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 07th Sep 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 28th Jun 2016 | TEAS SECTION 8 & 15 RECEIVED |
