Legal Representation
Attorney
Amy Brozenic
Application History
3 events| Date | Code | Type | Description |
|---|---|---|---|
| May 15, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| May 15, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| May 15, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 009
Downloadable software in the nature of a mobile application for accessing insurance and financial information, tools, and resources to customize, evaluate, plan, monitor, and manage insurance policies, financial data and records, financial products, and financial goals and outcomes
Class 036
Financial planning for retirement; Insurance services, namely, underwriting, issuing and administration of life insurance; Underwriting, issuance and administration of annuities; Financial information and advisory services
Class 042
Providing on-line non-downloadable software for accessing insurance and financial information, tools, and resources to customize, evaluate, plan, monitor, and manage insurance policies, financial data and records, financial products, and financial goals and outcomes
Classification
International Classes
009
036
042