Legal Representation
Attorney
Jeffrey P. Clancy
Application History
2 eventsDate | Code | Type | Description |
---|---|---|---|
May 13, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
May 13, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing online financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; insurance brokerage; insurance services, namely, underwriting.
First Use Anywhere:
Mar 31, 2025
First Use in Commerce:
Mar 31, 2025
Classification
International Classes
036