section 8
on 06 Jun 2009
Last Applicant/ Owned by
101 Montgomery Street
San Francisco
CA
94104
Serial Number
75602223 filed on 09th Dec 1998
Registration Number
2643243 registered on 29th Oct 2002
Correspondent Address
ROBERTA CAIRNEY
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"SERVICES"
Educational services, namely, conducting seminars in the fields of investment, finance, [ economics, business,] financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation In the statement, Column 1, line 11 "and management", should be deleted and In the statement, Column 1, line 20 "credit card and", should be deleted. In the statemeRead More
Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment advice [ and management ] in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, and margin loan services; [ Credit card and ] debit card services; Check processing and bill payment services; Annuity investment services; [ Financial investment in the field of variable insurance; ] Financial information provided by electronic means; [ Administration of employee pension plans; ] Financial planning; [ Insurance brokerage; ] Cash management account services; Fixed income investment services; Electronic funds transfer; Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; Providing financial portfolio management services; Providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; Providing information by phone and by online means in the field of investment account information and financial research; Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning
15th Feb 1999
15th Feb 1999
Educational services, namely, conducting seminars in the fields of investment, finance, [ economics, business,] financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation
15th Feb 1999
15th Feb 1999
No 75602223
No Service Mark
No 20425-182
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 06th Jun 2009 | CANCELLED SEC. 8 (6-YR) |
| 07th Feb 2008 | CASE FILE IN TICRS |
| 01st Apr 2003 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| 30th Jan 2003 | SEC 7 REQUEST FILED |
| 29th Jan 2003 | PAPER RECEIVED |
| 29th Oct 2002 | REGISTERED-PRINCIPAL REGISTER |
| 14th Aug 2002 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 21st Jun 2002 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 10th Jun 2002 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 10th Jun 2002 | PAPER RECEIVED |
