Legal Representation
Attorney
Catherine J. Holland
Application History
5 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 8, 2025 | PARI | I | TEAS VOLUNTARY AMENDMENT RECEIVED | Loading... |
| Aug 8, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Aug 8, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 8, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
| Aug 8, 2025 | TAEA | I | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED | Loading... |
Detailed Classifications
Class 036
Financial planning and investment advisory services; Brokerage services in the field of securities and commodities investing; Financial portfolio management; Financial planning for retirement; Advisory services relating to mutual funds; Private placements of hedge funds, private equity funds, securities and derivatives for others; Annuity brokerage services; Financial wealth management services; Insurance consultation; Life insurance brokerage
First Use Anywhere:
Jan 31, 2009
First Use in Commerce:
Apr 7, 2009
Classification
International Classes
036