section 8
on 14 Nov 2008
Last Applicant/ Owned by
101 Montgomery Street
San Francisco
CA
94104
Serial Number
76060856 filed on 01st Jun 2000
Registration Number
2537839 registered on 12th Feb 2002
Correspondent Address
ROBERTA CAIRNEY
Filing Basis
1. use application currently
Disclaimer
NO DATA
Educational services, namely, conducting classes, seminars, and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation Printed publications, namely, newsletters, booklets, brochures, workbooks, and guidebooks, in the fields of investing, financial planning, retirement planning, finanRead More
Printed publications, namely, newsletters, booklets, brochures, workbooks, and guidebooks, in the fields of investing, financial planning, retirement planning, financial portfolio management, and asset management
15th May 2000
15th May 2000
Referral services in the field of financial investment
11th Oct 1999
11th Oct 1999
Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash and margin loans; debit card services; check writing and bill payment services; variable annuity services; investment account information services; financial investment services in the nature of individual retirement accounts; financial planning services; insurance services, namely brokerage in the field of life insurance; cash management account services; fixed income investment services; payment services and fund transfer services; providing information and analysis in the fields of finance, economics, investment, business, financial planning and investment strategy; providing access to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, and economics via a global communication network; providing access to portfolio management services and tools and/or account information via a global communication network; providing access to decision making tools and investment research tools via a global communication network
11th Oct 1999
11th Oct 1999
Educational services, namely, conducting classes, seminars, and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation
11th Oct 1999
11th Oct 1999
No 76060856
No Service Mark
No 20425-0060
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 14th Nov 2008 | CANCELLED SEC. 8 (6-YR) |
| 03rd Apr 2007 | CASE FILE IN TICRS |
| 12th Feb 2002 | REGISTERED-PRINCIPAL REGISTER |
| 20th Nov 2001 | PUBLISHED FOR OPPOSITION |
| 31st Oct 2001 | NOTICE OF PUBLICATION |
| 17th May 2001 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 30th Jan 2001 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 29th Nov 2000 | NON-FINAL ACTION MAILED |
| 09th Nov 2000 | ASSIGNED TO EXAMINER |
| 08th Nov 2000 | ASSIGNED TO EXAMINER |
