on 17 Aug 2021
Last Applicant/ Owned by
2077 W. Coast Highway, Suite A
Newport Beach
CA
92663
Serial Number
88631282 filed on 25th Sep 2019
Registration Number
6456452 registered on 17th Aug 2021
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option availabRead More
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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, providing surveillance of client accounts; Financial analysis and research services; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial assessment services to financial professionals and financial institutions; Providing financial consultation services to financial professionals and financial institutions; Providing financial information services to financial professionals and financial institutions; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services
25th Sep 2019
07th Nov 2019
No 88631282
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
17th Aug 2021 | REGISTERED-PRINCIPAL REGISTER |
15th Jul 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
14th Jul 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
04th Jun 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
04th Jun 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
02th Jun 2021 | ASSIGNED TO LIE |
04th Mar 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
04th Mar 2021 | TEAS PETITION TO REVIVE RECEIVED |
04th Mar 2021 | NOTICE OF REVIVAL - E-MAILED |
04th Mar 2021 | PETITION TO REVIVE-GRANTED |