Legal Representation
Attorney
Joshua W. Newman
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 5, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Nov 5, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Investment management; Investment advisory services; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk assessment services; Financial risk management
First Use Anywhere:
Mar 4, 2025
First Use in Commerce:
Mar 4, 2025
Class 042
Providing temporary use of online non-downloadable software for investors to access curated investment advisor recommendations and investment and asset allocation models on based user-specified criteria; providing temporary use of online non-downloadable software for investors to develop and manage customized investment portfolios; providing temporary use of online downloadable software for investors to access personalized financial news, market research, and investment strategies based on user-specified risk and tax preferences
First Use Anywhere:
Mar 4, 2025
First Use in Commerce:
Mar 4, 2025
Classification
International Classes
036
042