CROSS-BORDER FINANCIAL ADVISOR



Trademark Coverage

No Class Specified

Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Securities trading and investing services for others via the internet

Timeline
  • Jan 03
    2014
    Abandonment Notice Mailed Failure To Respond
  • Jan 03
    2014
    Abandonment Failure To Respond Or Late Response
  • Nov 22
    2013
    Attorney Revoked And/Or Appointed
  • Nov 22
    2013
    TEAS Revoke/Appoint Attorney Received
  • Jun 03
    2013
    Notification Of Non Final Action E Mailed
  • Jun 03
    2013
    Non Final Action E Mailed
  • Jun 03
    2013
    Non Final Action Written
  • May 20
    2013
    TEAS/Email Correspondence Entered
  • May 20
    2013
    Correspondence Received In Law Office
  • May 13
    2013
    Assigned To LIE
  • May 08
    2013
    TEAS Response To Office Action Received
  • Nov 26
    2012
    Notification Of Non Final Action E Mailed
  • Nov 26
    2012
    Non Final Action E Mailed
  • Nov 26
    2012
    Non Final Action Written
  • Nov 14
    2012
    Assigned To Examiner
  • Jul 30
    2012
    TEAS Amendment Entered Before Attorney Assigned
  • Jul 30
    2012
    TEAS Voluntary Amendment Received
  • Jul 27
    2012
    New Application Office Supplied Data Entered In TRAM
  • Jul 24
    2012
    New Application Entered In TRAM