Legal Representation
Attorney
Roman Vayner
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 4, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 4, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software as a service (SAAS) services featuring software for financial planning, personalized financial advice, scenario modeling, risk assessment, and goal tracking to support informed investment decision-making; Software as a service (SAAS) services featuring software for categorizing and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for brokerage account visualization, analytics, and comparisons against market indices to optimize investment strategies
Classification
International Classes
042