case still suspended
on 20 Nov 2023
Last Applicant/ Owned by
2141 N Donovan Way, San Ramon, CA 94582
San Ramon, CA
CA
94582
Serial Number
90860510 filed on 02th Aug 2021
Registration Number
N/A
Correspondent Address
Joshua A. Schaul
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Investment and financial services, namely, financial portfolio management and analysis, asset management in the nature of asset allocation, asset management, private asset management, financial risk planning, estate planning in the nature of retirement income and cash flow planning, financial planning in the field of charitable giving, financial planning in the field of educational expenses; consuRead More
Investment and financial services, namely, financial portfolio management and analysis, asset management in the nature of asset allocation, asset management, private asset management, financial risk planning, estate planning in the nature of retirement income and cash flow planning, financial planning in the field of charitable giving, financial planning in the field of educational expenses; consulting in the fields of finance, real estate investments, capital investments, financial planning, wealth management, financial retirement planning, life insurance, property insurance, long-term care insurance, financial investment in the field of securities, financial investment in the field of agricultural-based securities holdings, and financial valuation; estate planning; investment and financial services, namely, financial planning, investment, and advisory services tailored to wealthy families
26th Jun 2009
26th Jun 2009
No 90860510
No Service Mark
No ga4670
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 20th Nov 2023 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 22nd May 2023 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| 16th Nov 2022 | SUSPENSION LETTER WRITTEN |
| 16th Nov 2022 | LETTER OF SUSPENSION E-MAILED |
| 16th Nov 2022 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| 05th Nov 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 04th Nov 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 04th Nov 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 13th May 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 13th May 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
