Legal Representation
Attorney
Randy Michels
Application History
2 events| Date | Code | Type | Description |
|---|---|---|---|
| Mar 20, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Mar 20, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice relating to tax; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial planning
Classification
International Classes
036