Legal Representation
Attorney
Connie L. Ellerbach
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jun 17, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jun 17, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable software for providing information in the field of finance, securities trading, investments, and securities brokerage; Downloadable software for managing and trading investments; Downloadable software for opening and managing financial accounts; Downloadable software for mortgage and loan management and planning; Downloadable software for allowing customers to access bank account information and transact bank business
Class 035
Matching borrowers with potential lenders in the field of consumer and mortgage lending; Referrals in the field of finance, money lending, and financial investments; Matching consumers with professionals in the field of finance
Class 036
Investment advisory services; Investment brokerage; Securities brokerage services; Trust services, namely, investment and trust company services; Providing information regarding financial investment strategies; Investment by electronic means; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Banking services; Financial research; Financial management; Financial planning; Financial services, namely, money lending; Securities trading and investing services for others via the internet; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage banking; Mortgage lending; Mortgage refinancing; Mortgage fulfillment services in the nature of mortgage underwriting
Class 042
Providing temporary use of on-line non-downloadable software for managing and trading investments; Providing temporary use of on-line non-downloadable software for opening and managing financial accounts; Providing temporary use of on-line non-downloadable software for mortgage and loan management and planning; Providing temporary use of on-line non-downloadable software for allowing customers to access bank account information and transacting bank business
Classification
International Classes
009
035
036
042