Legal Representation
Attorney
Sherry Metzger
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 4, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Nov 4, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 4, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Investment management; Financial risk management; Financial planning; Financial advisory services; Providing working capital financing to small businesses and small business owners; Providing financial information and analysis; Financial consultancy; Debt advisory services
Class 042
Providing a website featuring on-line non-downloadable software that enables users to manage financial portfolios, structure derivatives, manage portfolio-backed lending, and conduct wealth planning.
Classification
International Classes
036
042