on 24 Oct 2018
Last Applicant/ Owned by
11120 N. Tatum Blvd.
Phoenix
AZ
85028
Serial Number
77536518 filed on 31st Jul 2008
Registration Number
3671874 registered on 25th Aug 2009
Filing Basis
1. use application currently
Disclaimer
NO DATA
Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Brokerage of shares or stocks and other securities; Administration of employee benefit plans concerning insurance and finance; trust management; Investment services, namely asset acquisition, consultation, development and management services; Financial services, naRead More
Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Brokerage of shares or stocks and other securities; Administration of employee benefit plans concerning insurance and finance; trust management; Investment services, namely asset acquisition, consultation, development and management services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; investment advisory services; Financial planning for retirement; insurance agency and brokerage
08th Oct 2007
08th Oct 2007
No 77536518
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 24th Oct 2018 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 24th Oct 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 24th Oct 2018 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 24th Oct 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 12th Oct 2018 | TEAS SECTION 8 & 9 RECEIVED |
| 25th Aug 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 20th Sep 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 20th Sep 2014 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 11th Sep 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 27th Aug 2014 | TEAS SECTION 8 & 15 RECEIVED |
