on 23 Oct 2018
Last Applicant/ Owned by
3000 Schwab Way
Westlake
TX
76262
Serial Number
87268713 filed on 14th Dec 2016
Registration Number
5590905 registered on 23rd Oct 2018
Correspondent Address
Louise Arnott
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Printed instructional and teaching materials in the fields of behavioral finance, financial investments and investment advisor practice management Downloadable electronic instructional and teaching materials in the fields of behavioral finance, financial investments and investment advisor practice management Educational services, namely, providing live presentations, workshops, seminars and clasRead More
Educational services, namely, providing live presentations, workshops, seminars and classes in the fields of behavioral finance, financial investments and investment advisor practice management
17th May 2017
17th May 2017
Printed instructional and teaching materials in the fields of behavioral finance, financial investments and investment advisor practice management
25th Oct 2016
25th Oct 2016
Downloadable electronic instructional and teaching materials in the fields of behavioral finance, financial investments and investment advisor practice management
18th Oct 2016
18th Oct 2016
No 87268713
No Service Mark
No 888677-0049
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 28th Mar 2024 | TEAS SECTION 8 & 15 RECEIVED |
| 07th Dec 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 07th Dec 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 07th Dec 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 07th Dec 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 07th Dec 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 23rd Oct 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 30th Jan 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 30th Jan 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 30th Jan 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
