GS0361: Financial information; Financial information and evaluations; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information online in the field of financial investment and financial research; Investment management; Investment advisory services; Investment of funds; Investment consultation; Investment advice; Investment brokerage; Trustee services; Financial trust planning; Financial portfolio management; Financial services, namely, wealth management services; Financial administration of investment vehicles; Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; Financial administration of retirement plans; Financial services, namely, financial planning for retirement, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Case File Event Statements
10/17/2023 - 11 months ago
3 - ASSIGNED TO EXAMINERType:DOCK
6/19/2023 - a year ago
1 - NEW APPLICATION ENTEREDType:NWAP
7/19/2023 - a year ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
10/27/2023 - 10 months ago
4 - EXAMINERS AMENDMENT -WRITTENType:CNEA
10/27/2023 - 10 months ago
5 - EXAMINERS AMENDMENT E-MAILEDType:GNEA
10/27/2023 - 10 months ago
6 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILEDType:GNEN
10/27/2023 - 10 months ago
7 - EXAMINER'S AMENDMENT ENTEREDType:XAEC
10/27/2023 - 10 months ago
8 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA
11/15/2023 - 10 months ago
9 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILEDType:NONP
12/5/2023 - 9 months ago
10 - PUBLISHED FOR OPPOSITIONType:PUBO
1/30/2024 - 7 months ago
12 - NOA E-MAILED - SOU REQUIRED FROM APPLICANTType:NOAM
12/5/2023 - 9 months ago
11 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILEDType:NPUB
3/14/2024 - 6 months ago
13 - TEAS STATEMENT OF USE RECEIVEDType:EISU
4/4/2024 - 5 months ago
14 - CASE ASSIGNED TO INTENT TO USE PARALEGALType:AITU
3/14/2024 - 6 months ago
15 - USE AMENDMENT FILEDType:IUAF
4/5/2024 - 5 months ago
16 - STATEMENT OF USE PROCESSING COMPLETEType:SUPC
5/10/2024 - 4 months ago
18 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILEDType:SUNA
6/18/2024 - 3 months ago
19 - REGISTERED-PRINCIPAL REGISTERType:R.PR
6/18/2024 - 3 months ago
20 - NOTICE OF REGISTRATION CONFIRMATION EMAILEDType:NRCC
5/10/2024 - 4 months ago
17 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTEDType:CNPR