accepted and acknowledged
on 10 May 2023
Last Applicant/ Owned by
600 Portland Avenue S., Suite 100
Minneapolis
MN
554154402
Serial Number
86834064 filed on 30th Nov 2015
Registration Number
5088229 registered on 22nd Nov 2016
Correspondent Address
Danielle I. Mattessich
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"MANAGED PORTFOLIOS"
"MANAGED PORTFOLIOS" Financial management; financial asset management; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advRead More
Financial management; financial asset management; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advisory services; investment advisory services for which clients pay an asset-based fee for investment selection, asset allocation, trading and rebalancing, custody of securities, and account reporting
30th Apr 2016
30th Apr 2016
No 86834064
No Service Mark
No 16931.252US0
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 10th May 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 10th May 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 10th May 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 31st Oct 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 22nd Nov 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 23rd Sep 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 23rd Sep 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 23rd Sep 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 23rd Sep 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 23rd Sep 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
