accepted
on 02 Mar 2021
Last Applicant/ Owned by
7450 SW Beveland Rd., Suite 100
Portland
OR
97223
Serial Number
86609541 filed on 24th Apr 2015
Registration Number
4878901 registered on 29th Dec 2015
Correspondent Address
Ian D. Gates
Filing Basis
1. use application currently
Disclaimer
"PARTNERS"
financial planning; financial advice, namely, budget planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial services, namely, wealth management services; financial advice and consultancy services; financial portfolio analysis services; financial retirement plan consulting services; financial administration of retRead More
financial planning; financial advice, namely, budget planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial services, namely, wealth management services; financial advice and consultancy services; financial portfolio analysis services; financial retirement plan consulting services; financial administration of retirement plans; financial planning for retirement; individual retirement account services; financial services, namely, wealth management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; advice relating to investments; investment advisory services; investment advice; investment consultation; investment management; investment of funds for others; investment risk assessment services; estate planning; insurance consultation; and insurance brokerage
14th Jan 2015
14th Jan 2015
No 86609541
No Service Mark
No WSP 401
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 02th Mar 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 02th Mar 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 02th Mar 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 29th Dec 2020 | TEAS SECTION 8 RECEIVED |
| 29th Dec 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 25th Sep 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 25th Sep 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 25th Sep 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 25th Sep 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 25th Sep 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
