Legal Representation
Attorney
Jonathan P Soifer
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 5, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 5, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advisory services; Financial advisory and consultancy services, namely, providing to others financial advice, investment advice, investment management services, and capital formation services; Financial advisory and consultancy services, namely, investment structuring and strategic consulting services, including advising on governance, restructuring, mergers and acquisitions, growth initiatives, and corporate turnarounds; Investment management; Investment advice in the fields of venture capital, private equity, real estate, defense technology, insurance, and reinsurance sectors; Broker-dealer financial services in the field of asset allocation, portfolio management, and private placement of securities; Investment advisory services; Financial advisory and consultancy services, namely, philanthropic investments, including donor-advised fund (DAF) structuring, philanthropic capital management, and charitable giving optimization
First Use Anywhere:
20250400
First Use in Commerce:
20250400
Classification
International Classes
036