Legal Representation
Attorney
Oleksandr Volkov
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 23, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 23, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable computer software platforms for retirement planning, namely, providing tools for financial education, income planning, product discovery, monitoring and personalized retirement recommendations; downloadable software using artificial intelligence for generating retirement plans, financial projections, alerts and investment insights; downloadable software providing consumer-facing education and planning in the fields of annuities, retirement, life insurance and wealth management
Class 035
Business research and data analysis services in the field of insurance, retirement and wealth management, namely, providing predictive modeling, market intelligence and business analytics for annuity, life-insurance and retirement products
Class 042
Software as a service (SAAS) services featuring software for etirement planning, namely, providing an online platform for financial education, income planning, product discovery, monitoring and personalized retirement recommendations; providing temporary use of non-downloadable software using artificial intelligence for generating retirement plans, financial projections, alerts and investment insights; providing consumer-facing education and planning in the fields of annuities, retirement, life insurance and wealth management
Classification
International Classes
009
035
042