Legal Representation
Attorney
Thomas M. Dunlap
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 25, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 25, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 25, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing on-line non-downloadable software for determining the most tax-efficient way to withdraw cash from various investment accounts and financial products to cover retirement expenses and tax obligations; Providing on-line non-downloadable software for creating visualizations and reports showing assets in designated financial accounts, investment accounts, and financial products, and projecting the estimated value of these assets over time based on user-specified variables
Classification
International Classes
042