Legal Representation
Attorney
B. Anna McCoy
Application History
3 events| Date | Code | Type | Description |
|---|---|---|---|
| Apr 15, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Apr 15, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Apr 15, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, Registered Investment Advisor (RIA) services; Development and operation of financial, investment and financial and investment advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services; Provision of financial services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services
First Use Anywhere:
Apr 10, 2025
First Use in Commerce:
Apr 10, 2025
Classification
International Classes
036