TELEMUS ENRICH YOUR LIFE. ENJOY YOUR WEALTH.

1 total filings · 0 classes · Active since May 2015

1

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Filing Velocity (24 Months)

May 2024 Apr 2026

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Ownership & Assignment History

4 records
Date From To
Jul 5, 2017
BANK OF AMERICA, N.A., AS ADMINISTRATIVE...
FOCUS FINANCIAL PARTNERS, LLC
NEW YORK, NEW YORK
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
NEW YORK, NEW YORK
BAM ADVISOR SERVICES, LLC
NEW YORK, NEW YORK
BEIRNE WEALTH CONSULTING SERVICES, LLC
NEW YORK, NEW YORK
RELATIVE VALUE PARTNERS GROUP, LLC
NEW YORK, NEW YORK
RESNICK INVESTMENT ADVISORS, LLC
NEW YORK, NEW YORK
SAPIENT PRIVATE WEALTH MANAGEMENT SERVIC...
NEW YORK, NEW YORK
TELEMUS CAPITAL, LLC
NEW YORK, NEW YORK
THE PORTFOLIO STRATEGY GROUP, LLC
NEW YORK, NEW YORK
Jul 3, 2017
FOCUS FINANCIAL PARTNERS, LLC
ROYAL BANK OF CANADA, AS THE AGENT
TORONTO
Jul 3, 2017
FOCUS FINANCIAL PARTNERS, LLC
ROYAL BANK OF CANADA, AS THE AGENT
TORONTO
Dec 17, 2015
FOCUS FINANCIAL PARTNERS, LLC
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
BAM ADVISOR SERVICES, LLC
BEIRNE WEALTH CONSULTING SERVICES, LLC
RELATIVE VALUE PARTNERS GROUP, LLC
RESNICK INVESTMENT ADVISORS, LLC
SAPIENT PRIVATE WEALTH MANAGEMENT SERVIC...
TELEMUS CAPITAL, LLC
THE PORTFOLIO STRATEGY GROUP, LLC
BANK OF AMERICA, N.A., AS ADMINISTRATIVE...
BOSTON, MASSACHUSETTS

Recent Filings

Serial No. Mark Filing Date Status Classes Owner
86628542 TELEMUS ENRICH YOUR LIFE. ENJOY YOUR WEALTH. May 13, 2015 Pending ["036"] KOVITZ INVESTMENT GROUP PARTNERS, LLC