section 8
on 19 Jan 2024
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
94403
Serial Number
86383930 filed on 03rd Sep 2014
Registration Number
5237425 registered on 04th Jul 2017
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
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
04th Sep 2014
04th Sep 2014
No 86383930
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 19th Jan 2024 | CANCELLED SEC. 8 (6-YR) |
| 04th Jul 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 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 Jul 2017 | REGISTERED-PRINCIPAL REGISTER |
| 31st May 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 30th May 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 16th May 2017 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 13th May 2017 | SOU EXTENSION 1 GRANTED |
