on 24 May 2022
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
88875451 filed on 16th Apr 2020
Registration Number
6732371 registered on 24th May 2022
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"INSTITUTIONAL"
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namelRead More
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial planning services; wealth management; fund management, namely, management of mutual funds; financial-asset management; alternative-investment management; strategic-investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation
10th Mar 2021
10th Mar 2021
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
10th Mar 2021
10th Mar 2021
No 88875451
No Service Mark
No 132926398124
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 24th May 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 24th May 2022 | REGISTERED-PRINCIPAL REGISTER |
| 13th Apr 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 12th Apr 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 15th Mar 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 12th Mar 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| 12th Mar 2022 | SOU EXTENSION 2 GRANTED |
| 12th Mar 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 01st Mar 2022 | USE AMENDMENT FILED |
| 01st Mar 2022 | SOU EXTENSION 2 FILED |
