accepted
on 23 Mar 2020
Last Applicant/ Owned by
500 W. Madison Street, Suite 1700
Chicago
IL
60661
Serial Number
86174111 filed on 24th Jan 2014
Registration Number
4661268 registered on 23rd Dec 2014
Correspondent Address
Edward C. Meagher
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"INVESTMENT"
"INVESTMENT" Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; 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; Management of portfolios comprising securities
Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; 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; Management of portfolios comprising securities
03rd Feb 2014
03rd Feb 2014
No 86174111
No Service Mark
No 2788-38
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 23rd Dec 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 16th Nov 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 16th Nov 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 16th Nov 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 16th Nov 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 16th Nov 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 23rd Mar 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 23rd Mar 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 23rd Mar 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 31st Jan 2020 | TEAS SECTION 8 RECEIVED |
