Legal Representation
Attorney
David M. Perry
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 28, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Oct 28, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial asset management; Financial planning and investment advisory services; Financial advisory services; Investment fund management services; Financial portfolio management; Financial consultancy services; Financial wealth management services
Class 042
Software as a service (SAAS) services featuring software for financial planning, investment management, and financial analysis; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage client relationships and generate financial intelligence
Classification
International Classes
036
042