Legal Representation
Attorney
Michael DiNardo
Application History
4 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 30, 2025 | DOCK | D | ASSIGNED TO EXAMINER |
| Jan 20, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Jan 20, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Jan 20, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
Financial retirement plan consulting services; Individual retirement account services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Advice on finance during retirement; Estate trust planning; Estate planning; Providing information in the field of estate planning for familes; Insurance consulting in the field of life and health insurance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Life insurance brokerage; Insurance agencies in the field of life and health insurance; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities
First Use Anywhere:
Jul 27, 2021
First Use in Commerce:
Jan 17, 2025
Classification
International Classes
036