GS0161: Pamphlets, newsletters and brochures concerning financial and investment services; Printed material, namely, leaflets, brochures, and pamphlets in the field of wealth management
GS0361: Wealth management services, namely, providing financial information, financial research, financial analysis, financial advice, and financial management services for others, all relating to banking, credit and money management, securities trading, financial investing and investments, finance, financial valuations, financial planning, insurance consultancy, retirement planning, succession planning, endowment and trust fund management, estate planning, tax payment management and analysis, and investment management
Case File Event Statements
12/29/2014 - 9 years ago
29 - ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILEDType:MAB6
12/29/2014 - 9 years ago
28 - ABANDONMENT - NO USE STATEMENT FILEDType:ABN6
5/1/2014 - 10 years ago
27 - NOTICE OF APPROVAL OF EXTENSION REQUEST MAILEDType:EXRA
4/30/2014 - 10 years ago
26 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
4/29/2014 - 10 years ago
25 - EXTENSION 2 GRANTEDType:EX2G
4/16/2014 - 10 years ago
24 - EXTENSION 2 FILEDType:EXT2
4/16/2014 - 10 years ago
23 - TEAS EXTENSION RECEIVEDType:EEXT
1/23/2014 - 10 years ago
22 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILEDType:EXRA
1/22/2014 - 10 years ago
21 - EXTENSION 1 GRANTEDType:EX1G
11/26/2013 - 10 years ago
20 - EXTENSION 1 FILEDType:EXT1
1/21/2014 - 10 years ago
19 - CASE ASSIGNED TO INTENT TO USE PARALEGALType:AITU
1/13/2014 - 10 years ago
18 - CASE ASSIGNED TO INTENT TO USE PARALEGALType:AITU
11/26/2013 - 10 years ago
17 - TEAS EXTENSION RECEIVEDType:EEXT
5/28/2013 - 11 years ago
16 - NOA E-MAILED - SOU REQUIRED FROM APPLICANTType:NOAM
4/2/2013 - 11 years ago
15 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB
4/2/2013 - 11 years ago
14 - PUBLISHED FOR OPPOSITIONType:PUBO
3/13/2013 - 11 years ago
13 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
2/22/2013 - 11 years ago
12 - LAW OFFICE PUBLICATION REVIEW COMPLETEDType:PREV
2/21/2013 - 11 years ago
11 - ASSIGNED TO LIEType:ALIE
2/7/2013 - 11 years ago
10 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
2/7/2013 - 11 years ago
9 - TEAS/EMAIL CORRESPONDENCE ENTEREDType:TEME
2/6/2013 - 11 years ago
8 - CORRESPONDENCE RECEIVED IN LAW OFFICEType:CRFA
2/6/2013 - 11 years ago
7 - TEAS RESPONSE TO OFFICE ACTION RECEIVEDType:TROA
2/6/2013 - 11 years ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILEDType:GNRN
2/6/2013 - 11 years ago
5 - NON-FINAL ACTION E-MAILEDType:GNRT
2/6/2013 - 11 years ago
4 - NON-FINAL ACTION WRITTENType:CNRT
1/28/2013 - 11 years ago
3 - ASSIGNED TO EXAMINERType:DOCK
1/7/2013 - 11 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAMType:NWOS