accepted and acknowledged
on 05 Jun 2023
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
87337238 filed on 15th Feb 2017
Registration Number
5305568 registered on 10th Oct 2017
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. use application currently
Disclaimer
"RETIREMENT SERVICES"
"RETIREMENT SERVICES" ASSET MARK RETIREMENT SERVICES Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; investment management and advisory services for retirement plans and 401k plans
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; investment management and advisory services for retirement plans and 401k plans
15th Feb 2017
15th Feb 2017
No 87337238
No Service Mark
No 132926398124
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 05th Jun 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 05th Jun 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 05th Jun 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 28th Nov 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 10th Oct 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 23rd Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 23rd Feb 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 23rd Feb 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 23rd Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 23rd Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
