Legal Representation
Attorney
Sonja Keith
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 14, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Oct 14, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 14, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advisory and consultancy services; Financial planning and investment advisory services; Providing an on-line searchable database featuring financial information about private investments; Providing information and research in the field of finance and financial investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
First Use Anywhere:
Sep 16, 2024
First Use in Commerce:
Sep 16, 2024
Class 042
Providing a secured-access, members only website featuring technology that gives members the ability to access multiple databases, non-downloadable software and investment brokerage services.
First Use Anywhere:
Sep 16, 2024
First Use in Commerce:
Sep 16, 2024
Classification
International Classes
036
042