Legal Representation
Attorney
B. Anna McCoy
Application History
2 events| Date | Code | Type | Description |
|---|---|---|---|
| Jul 3, 2025 | NWAP | I | NEW APPLICATION ENTERED |
| Jul 3, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
Detailed Classifications
Class 036
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; trust and estate financial consultation services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
First Use Anywhere:
Jun 11, 2025
First Use in Commerce:
Jun 11, 2025
Classification
International Classes
036