on 17 Nov 2020
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
88233565 filed on 18th Dec 2018
Registration Number
6201074 registered on 17th Nov 2020
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"GUIDED INCOME SOLUTIONS"
Providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; investment management and advisory services for individuals, namely, retirement income planning; providing financial investment advisory services for others to generate retirement income ASSET MARK GUIDED INCOME SOLUTIONS "GUIDED INCOME SOLUTIONS"Read More
Providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; investment management and advisory services for individuals, namely, retirement income planning; providing financial investment advisory services for others to generate retirement income
31st Jan 2019
05th Feb 2019
Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning
31st Jan 2019
05th Feb 2019
No 88233565
No Service Mark
No 132926398124
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 23rd Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 23rd Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 23rd Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 23rd Feb 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 23rd Feb 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 23rd Feb 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 17th Nov 2020 | REGISTERED-PRINCIPAL REGISTER |
| 10th Oct 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 09th Oct 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 25th Aug 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
