Legal Representation
Attorney
Michael A. Marrero
Application History
6 eventsDate | Code | Type | Description | Documents |
---|---|---|---|---|
Jun 30, 2025 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
Jun 26, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
Jun 22, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
Jun 22, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
Apr 9, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
Apr 9, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable documents in the field of business formation, organization, and incorporation provided via a website; Magnetically encoded debit cards; Magnetically encoded stored value cards
First Use Anywhere:
Apr 20, 2022
First Use in Commerce:
Apr 20, 2022
Class 036
Financial administration of retirement plans; Financial administration of retirement plans for individual investors, asset sponsors, private-fund managers, registered investment advisors, and broker-dealers; Financial administration of self-directed investment retirement accounts for illiquid alternative investments and cryptocurrency; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, wealth management services for individual investors; Financial advisory and consultancy services, namely, serving as a qualified intermediary for tax-deferred exchanges for real estate; Financial advisory and consultancy services, namely, providing intermediary services for 1031 exchanges; Individual retirement account services; Financial consultation; Financial consultation in the field of cryptocurrency; Financial consultation in the field of Internal Revenue Code section 1031 and tax-deferred property-exchange transactions; Financial consultation in the field of in the field of Internal Revenue Code section 1031 and tax-deferred property-exchange transactions for individual investors, title companies, and real-estate brokers; Financial consultation in the field of cryptocurrencies, Delaware statutory trusts, and precious metals; Financial management in the field of Internal Revenue Code section 1831 and tax-deferred property-exchange transactions for individual investors, title companies, and real-estate brokers; Financial management in the field of Internal Revenue Code section 1831 and tax-deferred property-exchange transactions; Providing financial consultation services to alternative-asset-distribution platform administrators and to financial intermediaries
First Use Anywhere:
Jun 25, 2012
First Use in Commerce:
Jun 25, 2012
Class 042
Providing a website featuring on-line non-downloadable software that enables users to research and locate investment opportunities; Providing an interactive website featuring technology that allows users to access templates for documents in the field of business formation, organization, and incorporation; Application service provider featuring application programming interface (API) software for the management of individual retirement accounts; Maintenance of computer software used for the distribution of alternative assets
First Use Anywhere:
Jun 25, 2012
First Use in Commerce:
Jun 25, 2012
Additional Information
Design Mark
The mark consists of a pinwheel in reverse motion.
Classification
International Classes
009
036
042