Legal Representation
Attorney
Shannon Zmud Teicher
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 10, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 13, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 13, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Marketing services in the field of finance, financial planning, wealth management, retirement planning, investment, trading, private equity, analytics, order management, risk modeling, securities, futures, and financial alternative plans
Class 041
Educational services, namely, providing on-line seminars, classes, video-based modules, continuing education credits, and workshops to individuals and professional financial advisors and managers in the field of finance, financial planning, wealth management, retirement planning, investment, trading, private equity, analytics, order management, risk modeling, securities, futures, and financial alternative plans; Providing online non-downloadable videos in the field of business advice, business consultancy, business development, business management, business networking, business planning, business research, market research, economic forecasting, financial investment, private fund management, alternative fund management, investor advice, financial risk management and financial planning
Class 042
Providing temporary use of on-line non-downloadable software for use in connection with finance, financial planning, wealth management, retirement planning, investment, trading, private equity, analytics, order management, risk modeling, securities, futures, and financial alternative plans
Classification
International Classes
035
041
042