GS0091: Downloadable electronic financial publications, namely, factsheets, financial reports, financial booklets, financial newsletters, financial brochures, and financial books, all in the financial, investment and retirement plan fields; downloadable video recordings in the financial, investment and retirement plan fields
GS0361: Financial consulting services; real estate investment consulting services; investment portfolio manager evaluation services; investment portfolio monitoring services; investment portfolio performance analysis services; securities, commodities and real estate investment research services; transfer agency services rendered to issuers of investment securities; currency brokerage services; trust and investment management services; commodities investment management services; securities underwriting services; securities brokerage services; mutual fund administration services; investment banking services; providing financial information by electronic means; financial services in the nature of an investment security, and providing on-line financial calculators
Case File Event Statements
8/21/2020 - 4 years ago
33 - CANCELLED SEC. 8 (6-YR)Type:C8..
1/14/2019 - 6 years ago
32 - COURTESY REMINDER - SEC. 8 (6-YR) E-MAILEDType:REM1
1/4/2019 - 6 years ago
31 - TEAS CHANGE OF CORRESPONDENCE RECEIVEDType:TCCA
6/22/2016 - 8 years ago
30 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLYType:ASCK
1/14/2014 - 11 years ago
29 - REGISTERED-PRINCIPAL REGISTERType:R.PR
12/13/2013 - 11 years ago
28 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILEDType:SUNA
12/12/2013 - 11 years ago
27 - LAW OFFICE REGISTRATION REVIEW COMPLETEDType:REGV
12/9/2013 - 11 years ago
26 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTEDType:CNPR
11/25/2013 - 11 years ago
25 - STATEMENT OF USE PROCESSING COMPLETEType:SUPC
10/24/2013 - 11 years ago
24 - USE AMENDMENT FILEDType:IUAF
11/25/2013 - 11 years ago
23 - CASE ASSIGNED TO INTENT TO USE PARALEGALType:AITU
10/24/2013 - 11 years ago
22 - TEAS STATEMENT OF USE RECEIVEDType:EISU
4/25/2013 - 11 years ago
21 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
4/23/2013 - 11 years ago
20 - EXTENSION 1 GRANTEDType:EX1G
4/23/2013 - 11 years ago
19 - EXTENSION 1 FILEDType:EXT1
4/23/2013 - 11 years ago
18 - TEAS EXTENSION RECEIVEDType:EEXT
10/30/2012 - 12 years ago
17 - NOA E-MAILED - SOU REQUIRED FROM APPLICANTType:NOAM
9/4/2012 - 12 years ago
16 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB
9/4/2012 - 12 years ago
15 - PUBLISHED FOR OPPOSITIONType:PUBO
8/15/2012 - 12 years ago
14 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
7/31/2012 - 12 years ago
13 - LAW OFFICE PUBLICATION REVIEW COMPLETEDType:PREV
7/27/2012 - 12 years ago
12 - ASSIGNED TO LIEType:ALIE
7/12/2012 - 12 years ago
11 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
6/19/2012 - 12 years ago
10 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
6/19/2012 - 12 years ago
9 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
6/19/2012 - 12 years ago
8 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
2/14/2012 - 12 years ago
7 - TEAS CHANGE OF CORRESPONDENCE RECEIVEDType:TCCA
12/19/2011 - 13 years ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
12/19/2011 - 13 years ago
5 - NON-FINAL ACTION E-MAILEDType:GNRT
12/19/2011 - 13 years ago
4 - NON-FINAL ACTION WRITTENType:CNRT
12/13/2011 - 13 years ago
3 - ASSIGNED TO EXAMINERType:DOCK
9/15/2011 - 13 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAMType:NWOS