Legal Representation
Attorney
David M. Kelly
Application History
3 events| Date | Code | Type | Description |
|---|---|---|---|
| May 6, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| May 6, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| May 6, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
Investment of funds; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information and financial advice via a website; Providing information in the field of financial planning; Administration of employee benefit plans concerning insurance and finance; Financial management of employee pension plans; Charitable fundraising services; Estate planning; Financial trust administration
Classification
International Classes
036