record initialized not assigned to examiner
on 18 Jan 2024
Last Applicant/ Owned by
STE 300
Midvale
UT
84047
Serial Number
98364654 filed on 18th Jan 2024
Registration Number
N/A
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securitiRead More
Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, and writing property and casualty insurance; investment management of and distribution of annuities; investment services, namely asset acquisition, consultation, development and management services; insurance brokerage.
01st Mar 2023
01st Apr 2023
No 98364654
No Service Mark
No 20141.1
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
18th Jan 2024 | NEW APPLICATION ENTERED |