Legal Representation
Attorney
Michael E. Zall
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 13, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Nov 13, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Investment consultation; Investment advice; Financial consultancy; Financial planning; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning; Insurance underwriting consultation; Insurance brokerage; Investment management; Investment management in the fields of bonds, securities, retirement, private and public equity; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Classification
International Classes
036