accepted and acknowledged
on 17 Sep 2022
Last Applicant/ Owned by
1916 Ayrsley Town Boulevard
CHARLOTTE
NC
28273
Serial Number
85816736 filed on 07th Jan 2013
Registration Number
5022790 registered on 16th Aug 2016
Correspondent Address
Andrew Hollander
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or exiRead More
Financial consultation in the nature of services provided to employer sponsored retirement plans and individual plan participants in the field of retirement savings, namely, assisting retirement plan sponsors and participants with transferring retirement savings to or from a former employer's sponsored retirement plan or an existing IRA to a new employer's sponsored retirement plan or a new or existing IRA by providing counseling, completing necessary forms and other required paperwork, manually or electronically, contacting plan sponsors or plan providers and managing the transfer via telephone, mail or the internet; financial services, namely, financial retirement plan consulting services and investment fund transfer and transaction services; financial administration of individual retirement accounts; financial retirement plan consulting services, namely, assisting employers and individuals with the movement or consolidation of their retirement accounts between one or more employer sponsored plans or one or more individual plan retirement accounts; financial administration of retirement plans
30th Sep 2013
30th Sep 2013
No 85816736
No Service Mark
No 2826407.0046
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 01st May 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 01st May 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| 01st May 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 01st May 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 17th Sep 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 17th Sep 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 17th Sep 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 23rd Mar 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 16th Aug 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 16th Aug 2016 | REGISTERED-PRINCIPAL REGISTER |
