on 06 Mar 2024
Last Applicant/ Owned by
3075 TOWNSGATE ROAD, SUITE 350
WESTLAKE VILLAGE
CA
91361
Serial Number
85634933 filed on 24th May 2012
Registration Number
4370866 registered on 23rd Jul 2013
Correspondent Address
Margaret McHugh
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
FUND X Financial services, namely, investment management services, financial planning services, mutual fund investment services, securities brokerage services and financial information provided by electronic means; providing information in the financial and investment fields; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management Monthly newRead More
Educational services, namely, providing online publication in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management
01st Nov 2001
01st Nov 2001
Financial services, namely, investment management services, financial planning services, mutual fund investment services, securities brokerage services and financial information provided by electronic means; providing information in the financial and investment fields; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management
01st Nov 2001
01st Nov 2001
Monthly newsletter featuring information for mutual fund investors
31st Aug 1976
31st Aug 1976
No 85634933
No Service Mark
No 68166-832378
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 06th Mar 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 06th Mar 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 06th Mar 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 06th Mar 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 04th Oct 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 20th Sep 2023 | TEAS SECTION 8 & 9 RECEIVED |
| 23rd Jul 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 25th Aug 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 25th Aug 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 22nd Aug 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
