Legal Representation
Attorney
                                            Cynthia Johnson Walden
                                        Application History
3 events| Date | Code | Type | Description | Documents | 
|---|---|---|---|---|
| Oct 28, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... | 
| Oct 28, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... | 
| Oct 28, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... | 
Detailed Classifications
                                                Class 009
                                            
                                        Downloadable newsletters, reports and webinars in the field of investment and investment management available directly to professional and institutional investors; Downloadable electronic financial statements in the form of quarterly, annual, and statement of additional information reports; Downloadable electronic mutual fund prospectus reports
                                        
                                                    
                                                    First Use Anywhere: 
Dec 31, 2018                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Dec 31, 2018                                                    
                                                
                                        
                                                Class 016
                                            
                                        Printed financial statements in the form of quarterly, annual, and statement of additional information reports; Printed mutual fund prospectus reports
                                        
                                                    
                                                    First Use Anywhere: 
Dec 31, 2018                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Dec 31, 2018                                                    
                                                
                                        
                                                Class 036
                                            
                                        Investment management; Mutual fund investment
                                        
                                                    
                                                    First Use Anywhere: 
Dec 31, 2018                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Dec 31, 2018                                                    
                                                
                                        
                                                Class 041
                                            
                                        Educational services, namely, providing non-downloadable webinars in the fields of investment and investment management available directly to professional and institutional investors; Educational services, namely, conducting conferences in the field of investment and investment management
                                        
                                                    
                                                    First Use Anywhere: 
Dec 31, 2018                                                    
                                                
                                                
                                                    
                                                    First Use in Commerce: 
Dec 31, 2018                                                    
                                                
                                        Classification
                                            
                                            International Classes
                                        
                                        
                                                    009
                                                    016
                                                    036
                                                    041