Legal Representation
Attorney
Kirby Cronin
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 21, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Oct 21, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing temporary use of non-downloadable cloud-based software for use by investment advisers to collect, store, manage, update, verify, and report on investment data; Providing an on-line network environment featuring technology that enables users to share data in the field of retirement plan management; Providing temporary use of on-line non-downloadable software for retirement planning; Providing an online non-downloadable Internet-based system application featuring technology enabling users to manage retirement plan accounts; Providing an on-line network environment that features technology that enables users to share data; Providing a secure electronic online system featuring technology which allows users to collect, store, manage, update, verify, and report on investment data; Providing temporary use of non-downloadable cloud-based software for use in researching and reporting on investments, automating data aggregation from multiple sources, and facilitating communications between investment plan managers, recordkeepers, and advisors
Classification
International Classes
042