on 30 Oct 2018
Last Applicant/ Owned by
2333 San Ramon Valley Blvd., Ste 200
San Ramon
CA
94583
Serial Number
86492826 filed on 30th Dec 2014
Registration Number
5595919 registered on 30th Oct 2018
Correspondent Address
Brian Beverly
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"WEALTH MANAGEMENT"
"WEALTH MANAGEMENT" financial planning for business owners and high net worth individuals; financial asset management and financial management of retirement plans for corporations and high net worth individuals; administration of employee benefit plans concerning insurance and finance for employers; wealth management services; providing information and advice in the field of finance, financial inRead More
financial planning for business owners and high net worth individuals; financial asset management and financial management of retirement plans for corporations and high net worth individuals; administration of employee benefit plans concerning insurance and finance for employers; wealth management services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; capital investment services; 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; fund investment consultation; investment services, namely, asset acquisition, consultation, development and management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
31st Dec 2017
31st Dec 2017
No 86492826
No Service Mark
No K952-202
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 30th Oct 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 27th Jan 2020 | REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED |
| 25th Jan 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 30th Oct 2018 | REGISTERED-PRINCIPAL REGISTER |
| 25th Sep 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 24th Sep 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 18th Sep 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| 17th Sep 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 22nd Aug 2018 | TEAS STATEMENT OF USE RECEIVED |
| 22nd Aug 2018 | USE AMENDMENT FILED |
