on 02 Jul 2019
Last Applicant/ Owned by
11120 N TATUM BLVD STE 101
PHOENIX
AZ
85028
Serial Number
77268906 filed on 30th Aug 2007
Registration Number
3761552 registered on 16th Mar 2010
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Brokerage of shares or stocks and other securities; Brokerage of shares and other securities; Administration of employee benefit plans concerning insurance and finance; Estate trust management; Financial trust operations; Trust management accounts; Trust services, Read More
Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Brokerage of shares or stocks and other securities; Brokerage of shares and other securities; Administration of employee benefit plans concerning insurance and finance; Estate trust management; Financial trust operations; Trust management accounts; Trust services, namely, investment and trust company services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; 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; Fund investment consultation; Investment advice; Investment advisory services; Investment brokerage; Financial administration of retirement plans; Financial planning for retirement; Insurance agency and brokerage
30th Apr 2009
30th Apr 2009
[ Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business acquisition and merger consultation; Business acquisitions consultation; Tracking and monitoring insurance compliance; Acquisition and merger consultation; Advertising and business management consultancy; Business consultation services; Income tax consultation; Income tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Assistance with business management and planning ]
30th Apr 2009
30th Apr 2009
[ Legal services; Attorney services ]
30th Apr 2009
30th Apr 2009
No 77268906
No Service Mark
No
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 02th Jul 2019 | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 |
| 02th Jul 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 02th Jul 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 02th Jul 2019 | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED |
| 28th Jun 2019 | TEAS SECTION 8 & 9 RECEIVED |
| 16th Mar 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 15th Apr 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 15th Apr 2015 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 14th Apr 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 01st Apr 2015 | TEAS SECTION 8 & 15 RECEIVED |
