Legal Representation
Attorney
Julia Anne Matheson
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 10, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Mar 18, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 18, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning services including access to proprietary electronic-based financial planning tools; Investment management services including access to research, portfolio models, and investment recommendations; Tax strategy advisory and planning services for businesses and individuals; Property and casualty insurance advisory and brokerage services; Group benefits consulting including health, life, disability, and retirement plans; Estate planning and business succession advisory services
Classification
International Classes
036