on 03 Apr 2024
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
94403
Serial Number
86137597 filed on 06th Dec 2013
Registration Number
4635832 registered on 11th Nov 2014
Correspondent Address
Jordan Arnot Leahey Culhane Meadows PLLC
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; FinanciRead More
Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Funds investment; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities
30th Sep 2013
30th Sep 2013
No 86137597
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 03rd Apr 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 03rd Apr 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 03rd Apr 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 03rd Apr 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 13th Nov 2023 | TEAS SECTION 8 & 9 RECEIVED |
| 11th Nov 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 09th Jan 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
