Legal Representation
Attorney
Beth H. Alter
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 16, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Oct 16, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Oct 16, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing temporary use of non-downloadable web-based software for portfolio construction and investment analysis in the field of investment and portfolio management for registered investment advisers and other financial institutions
Classification
International Classes
042