Legal Representation
Attorney
Joshua B. Goldberg
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Sep 29, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 29, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial research; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
First Use Anywhere:
Jul 14, 2004
First Use in Commerce:
Jul 14, 2004
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FINANCIAL PLANNING"