Legal Representation
Attorney
Jeffrey P. Thennisch
Application History
3 events| Date | Code | Type | Description |
|---|---|---|---|
| Mar 4, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Mar 4, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 4, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
Financial planning; executive financial compensation planning; retirement financial planning; estate planning; insurance brokerage and consultation; mortgage lending and brokerage; insurance agency services; investment services, namely, debt strategies and asset management; brokerage and investment advisory services and risk management; financial evaluation for insurance purposes; financial services, namely, management of mutual funds, investment retirement accounts, certificates of deposit, fixed and variable annuities, stock and bond brokerage accounts, retirement and estate planning; and brokerage, consulting and agent insurance services relating to life insurance, property and casualty insurance, and disability and long term care insurance; providing advisory and consulting services in the field of employee benefit plans as they pertain to retirement planning
Classification
International Classes
036