on 24 Sep 2022
Last Applicant/ Owned by
137 NW 1st Avenue
Delray Beach
FL
33444
Serial Number
85431314 filed on 24th Sep 2011
Registration Number
4236332 registered on 06th Nov 2012
Filing Basis
1. use application currently
Disclaimer
"WEALTH MANAGEMENT"
Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services in the field of wealth management; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and inveRead More
Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services in the field of wealth management; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultation; Financial consulting
27th Mar 2011
10th Jun 2011
No 85431314
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 24th Sep 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 24th Sep 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 24th Sep 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 30th Mar 2022 | TEAS SECTION 8 & 9 RECEIVED |
| 06th Nov 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 21st Aug 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 21st Aug 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 21st Aug 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 16th Aug 2018 | TEAS SECTION 8 RECEIVED |
| 16th Aug 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
