90498366 - PORTFOLIO DESIGN

Status Code
602
Current Location
TMO LAW OFFICE 115 - EXAMINING ATTORNEY ASSIGNED
Employee Name
CHANG, ELIZABETH YI HS
Attorney Docket Number
18473.128US0
Attorney Name
Heather J. Kliebenstein
Law Office Assigned Location Code
M60
Owners
- Pacific Life Insurance Company

Information

4000

PORTFOLIO DESIGN

GS0361: Annuity services, namely, account and investment administration, financial management and brokerage services and the investment and distribution of all types of annuity funds; financial advice and consultancy services; financial services, namely, consultation, analysis, planning, and management services in the field of annuities; financial services, namely, providing an investment option available for variable annuity and fund investment consultation; claims administration and processing; investment advice; investment consultation, management, brokerage, and advisory services; investment management of and distribution of annuities; investment management services; investment of funds for others; issuance and administration of annuities maintaining escrow accounts for investments; mutual fund investment consultation services; mutual fund investment, advisory, distribution, analysis, planning, development, brokerage and administration services; mutual fund management services

2/1/2022 - 2 years ago
8 - ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND Type: MAB2
2/1/2022 - 2 years ago
7 - ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE Type: ABN2
7/21/2021 - 3 years ago
6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN
7/21/2021 - 3 years ago
5 - NON-FINAL ACTION E-MAILED Type: GNRT
7/21/2021 - 3 years ago
4 - NON-FINAL ACTION WRITTEN Type: CNRT
7/20/2021 - 3 years ago
3 - ASSIGNED TO EXAMINER Type: DOCK
5/2/2021 - 3 years ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM Type: NWOS
2/2/2021 - 3 years ago
1 - NEW APPLICATION ENTERED IN TRAM Type: NWAP