on 25 Sep 2019
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
944031906
Serial Number
77520482 filed on 11th Jul 2008
Registration Number
3690359 registered on 29th Sep 2009
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial administration of retirement plans; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial information and advisory services; Financial information processing; Financial information provided by electRead More
Financial administration of retirement plans; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial information and advisory services; Financial information processing; Financial information provided by electronic means; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial risk management consultation; Individual retirement account services; Investment management; Management of private equity funds; Mutual fund distribution; Mutual fund investment; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
31st Aug 2008
31st Aug 2008
No 77520482
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 25th Sep 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 25th Sep 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 25th Sep 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 23rd Sep 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 14th Aug 2019 | TEAS SECTION 8 & 9 RECEIVED |
| 29th Sep 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 28th Oct 2014 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
