Legal Representation
Attorney
Thomas M. Dunlap
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 8, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Nov 7, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 7, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax consulting services; Tax and taxation planning, advice, information and consultancy services; Tax preparation
Class 036
Financial planning and investment advisory services; Investment advisory services; Investment management; Financial planning for retirement; Estate planning; Financial planning, namely, Roth conversion analysis for retirement; Financial planning, namely, Social Security optimization; Financial analysis; Financial advisory and consultancy services, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy; Financial planning; Investment advice in the fields of Registered Investment Advisor (RIA) services; Financial planning, namely, cash flow planning; Financial planning, namely, multi-generational financial planning; Financial consultancy
Classification
International Classes
035
036