on 10 Mar 2023
Last Applicant/ Owned by
111 W. Ocean Blvd, Suite 2300
Long Beach
CA
90802
Serial Number
85317311 filed on 10th May 2011
Registration Number
4192824 registered on 21st Aug 2012
Correspondent Address
Gary M. Anderson
Filing Basis
1. use application currently
Disclaimer
"REBALANCING"
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs "REBALANCING"
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
01st May 2011
10th May 2011
No 85317311
No Service Mark
No HALBE-87009
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 10th Mar 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 10th Mar 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 10th Mar 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 10th Mar 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 22nd Aug 2022 | TEAS SECTION 8 & 9 RECEIVED |
| 21st Aug 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 14th Mar 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 14th Mar 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 18th Jan 2019 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| 24th Oct 2018 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
