on 11 Mar 2023
Last Applicant/ Owned by
13520 EVENING CREEK DRIVE NORTH #300
SAN DIEGO
CA
92128
Serial Number
85322341 filed on 16th May 2011
Registration Number
4296609 registered on 26th Feb 2013
Correspondent Address
Barry F. Soalt
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"ADVISOR"
Financial advisory and consultancy services; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial investment brokerage; Financial management; Financial planning; Financial planning and inRead More
Financial advisory and consultancy services; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial investment brokerage; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, wealth management services; Providing a web site featuring personal financial information and financial advice; Providing financial information
30th Mar 2012
30th Mar 2012
No 85322341
No Service Mark
No 11741704US01
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 11th Mar 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 11th Mar 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 11th Mar 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 10th Mar 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 23rd Aug 2022 | TEAS SECTION 8 & 9 RECEIVED |
| 26th Feb 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 18th Mar 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 18th Mar 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 18th Mar 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 20th Feb 2019 | TEAS SECTION 8 RECEIVED |
