on 03 Jan 2024
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
94403-190
Serial Number
78199763 filed on 03rd Jan 2003
Registration Number
2860051 registered on 06th Jul 2004
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Financial services, namely, mutual funds investment services; advisory, distribution, underwriting and administration of mutual funds and limited partnership investment vehicles; financial and investment management, advisory, analysis, consultation, record keeping and information services; financial analysis; formation, offering and management of limited partnerships; securities brokerage; investmRead More
Financial services, namely, mutual funds investment services; advisory, distribution, underwriting and administration of mutual funds and limited partnership investment vehicles; financial and investment management, advisory, analysis, consultation, record keeping and information services; financial analysis; formation, offering and management of limited partnerships; securities brokerage; investment brokerage and management; transfer agent services; banking;[ lending services, credit card services, automobile loan financing services;] investment trust services;[ real estate management services;] administration of investment accounts which fund underlying benefit contracts
28th Feb 1993
28th Feb 1993
No 78199763
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 03rd Jan 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 03rd Jan 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 03rd Jan 2024 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| 03rd Jan 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 06th Jul 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 06th Jul 2023 | TEAS SECTION 8 & 9 RECEIVED |
| 17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 04th Nov 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
