ENDOWMENT INVESTMENT PHILOSOPHY
Live / Registered — Registered and renewed (as of 09 Mar 2024)
What this means for you
Registered since 02 Sept 2014. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 02 Sept 2024).
Record
- Serial number
- 86237276
- Registration number
- 4599173
- Mark type
- Stylized text
- Filed
- 31 Mar 2014
- Registered
- 02 Sept 2014
- Next maintenance due
- 02 Sept 2024
- Attorney of record
- Jason R. Lee
Goods and services
- Class 036 — Insurance and financial services: Advice relating to investments; Capital investment consulting; Equity capital investment; Financial investment in the field of securities; Financial services in the nature of an investment security; 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; Fund investment consultation; Funds investment; Investment advice; Investment consultation; Investment management; [ Investment management of and distribution of variable annuities; ] Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Trust services, namely, investment and trust company services
Owner
- Endowment Wealth Management, Inc., Appleton, WI, US
- Endowment Wealth Management, Inc., Appleton, WI, US
Prosecution history
- 09 Mar 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 09 Mar 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 09 Mar 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 09 Mar 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Sept 2023 — TEAS SECTION 8 & 9 RECEIVED
- 02 Sept 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 17 Jun 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 17 Jun 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 15 May 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 15 Apr 2020 — POST REGISTRATION ACTION MAILED - SEC. 8
- 15 Mar 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 06 Sept 2019 — POST REGISTRATION ACTION MAILED - SEC. 8
- 05 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 02 Sept 2019 — TEAS SECTION 8 RECEIVED
- 02 Sept 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED