Legal Representation
Attorney
T. Morgan Cope, Jr.
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 15, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 15, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 15, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth
First Use Anywhere:
20151200
First Use in Commerce:
20160200
Classification
International Classes
036