Legal Representation
Attorney
Laura Grebe
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 26, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 26, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning and investment advisory services; Financial information and advisory services; Financial management; Financial services, namely, wealth management services; Financial retirement plan consulting services; Investment advisory services; Financial portfolio management; Hedge fund investment services; Real estate investment trust management services; Financial portfolio analysis services; Capital investment services
First Use Anywhere:
Sep 20, 2023
First Use in Commerce:
Sep 20, 2023
Class 042
Development of new technology for others in the field of finances and financial planning
First Use Anywhere:
Sep 20, 2023
First Use in Commerce:
Sep 20, 2023
Class 045
Reviewing standards and practices to assure compliance with financial laws and regulations
First Use Anywhere:
Sep 20, 2023
First Use in Commerce:
Sep 20, 2023
Classification
International Classes
036
042
045