section 8
on 17 Feb 2023
Last Applicant/ Owned by
1655 Grant Street, 10th Floor
Concord
CA
94520
Serial Number
86450297 filed on 10th Nov 2014
Registration Number
5010560 registered on 02th Aug 2016
Correspondent Address
Sharoni S. Finkelstein
Filing Basis
1. use application currently
Disclaimer
NO DATA
Administration of a consumer affinity program which provides discounts and fee waivers to financial advisors and their clients for use of a company's practice management services; providing programs for customers, namely, the issuance of discounts and fee waivers for the purpose of promoting and rewarding platform participation
Administration of a consumer affinity program which provides discounts and fee waivers to financial advisors and their clients for use of a company's practice management services; providing programs for customers, namely, the issuance of discounts and fee waivers for the purpose of promoting and rewarding platform participation
31st Mar 2003
31st Mar 2003
No 86450297
No Service Mark
No 132926398124
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 17th Feb 2023 | CANCELLED SEC. 8 (6-YR) |
| 02th Aug 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 23rd Feb 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 23rd Feb 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 23rd Feb 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 23rd Feb 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 23rd Feb 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 23rd Feb 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 27th Jan 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 27th Dec 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
