accepted and acknowledged
on 02 Jun 2023
Last Applicant/ Owned by
730 Third Avenue
New York
NY
10017
Serial Number
87042820 filed on 19th May 2016
Registration Number
5091206 registered on 29th Nov 2016
Correspondent Address
Tamar Niv Bessinger
Filing Basis
1. use application currently
Disclaimer
NO DATA
Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practiRead More
Retirement plan recordkeeping services
22nd Feb 2016
22nd Feb 2016
Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services
30th Nov 1917
30th Nov 1917
Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers
22nd Feb 2016
22nd Feb 2016
No 87042820
No Service Mark
No TIAA 2004209
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 02th Jun 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 02th Jun 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 02th Jun 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 22nd Nov 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 29th Nov 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 03rd Apr 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 03rd Apr 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 03rd Apr 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 03rd Apr 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 03rd Apr 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
