GS0361: Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment advice, banking advice and analysis; wealth management services; capital investment services; financial services, namely, wealth management services, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; issuance of credit cards and debit cards; credit card and debit card transaction processing services; estate planning; providing on-line information in the field of finances, investments and wealth management; Providing information, news and commentary in the field of finances, investments and wealth management; financial consulting services in the field of planned giving
Case File Event Statements
7/17/2024 - 5 months ago
1 - NEW APPLICATION ENTEREDType:NWAP
7/17/2024 - 5 months ago
2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTEREDType:NWOS
10/22/2024 - 2 months ago
3 - ASSIGNED TO EXAMINERType:DOCK
10/23/2024 - 2 months ago
4 - APPROVED FOR PUB - PRINCIPAL REGISTERType:CNSA