accepted and acknowledged
on 02 Nov 2022
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
944031906
Serial Number
87171464 filed on 14th Sep 2016
Registration Number
5133930 registered on 31st Jan 2017
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. use application currently
Disclaimer
NO DATA
LIBERTY SHARES Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt inveRead More
Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning and investment 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; [ Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; ] Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial information and advisory services; Fund investment consultation; Funds investment; [ Hedge fund investment services; ] Investment advisory services; Investment consultation; Investment management; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities
05th Jun 2016
05th Jun 2016
No 87171464
No Service Mark
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| Status Date | Action Taken |
|---|---|
| 02th Nov 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 02th Nov 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 02th Nov 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 02th May 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 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 |
| 31st Jan 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 31st Jan 2017 | REGISTERED-PRINCIPAL REGISTER |
| 15th Nov 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
