Legal Representation
Attorney
Carrie Webb Olson
Application History
3 eventsDate | Code | Type | Description |
---|---|---|---|
Apr 23, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
Apr 23, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
Apr 23, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice, and financial and investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, evaluation, analysis, and comparison of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring advice and information in the fields of investment advisory, investment management and financial risk management; Financial and investment information provided by electronic means; Mutual fund investment and financial management, investment, analysis and consultation in the field of securities, funds and mutual funds; Financial advisory services, namely, the structuring, distribution, management and administration of investments, namely, target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; Financial products services, namely, brokerage, advisory, distribution, administration, management and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products
Classification
International Classes
036
USPTO Documents
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