no statement of use filed
on 02 May 2016
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
86294246 filed on 28th May 2014
Registration Number
N/A
Correspondent Address
Susan E. Hollander
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultatiRead More
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals
No 86294246
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
02th May 2016 | ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED |
02th May 2016 | ABANDONMENT - NO USE STATEMENT FILED |
08th Mar 2016 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
08th Mar 2016 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
06th Oct 2015 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
05th Oct 2015 | EXTENSION 2 GRANTED |
05th Oct 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
30th Sep 2015 | EXTENSION 2 FILED |
30th Sep 2015 | TEAS EXTENSION RECEIVED |
27th Mar 2015 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |