on 20 Jun 2018
Last Applicant/ Owned by
SUITE 101
PHOENIX
AZ
85028
Serial Number
77270397 filed on 03rd Sep 2007
Registration Number
3509734 registered on 30th Sep 2008
Correspondent Address
Thomas R. Lofy
Filing Basis
1. intent to use
2. 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, nRead More
Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business acquisition and merger consultation; Tracking and monitoring insurance compliance; Acquisition and merger consultation; Advertising and business management consultancy; Income tax consultation and preparation; Tax and taxation planning, advice, information and consultancy services; Assistance with business management and planning
08th Oct 2007
08th Oct 2007
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
[ Legal services; attorney services ]
08th Oct 2007
08th Oct 2007
No 77270397
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
20th Jun 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
20th Jun 2018 | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED |
20th Jun 2018 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
20th Jun 2018 | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 |
19th Jun 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
07th Jun 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
07th Jun 2018 | TEAS SECTION 8 & 9 RECEIVED |
30th Sep 2017 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
17th Oct 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
17th Oct 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |