Legal Representation
Attorney
Bradley K. Groff
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 22, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jul 22, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial and investment services, namely, wealth management, investment advisory, asset management, portfolio management, financial planning and consultation, financial research, financial information services, and advisory services related to private placement life insurance, all for high net worth individuals and qualified purchasers; investment services in the nature of providing a platform for investment in alternative assets through insurance-based vehicles; providing separate account investment management services for insurance policyholders
Classification
International Classes
036