Legal Representation
Attorney
Dyan Finguerra-DuCharme
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 5, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Dec 5, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Business management consulting and advisory services; Business management consulting services in the field of financial advisory, wealth management, and retirement planning services; Business management consulting services in the field of administration of business engaged in financial advisory, wealth management, and retirement planning services; Tax and taxation planning, advice, information and consultancy services
Class 036
Financial advisory and consultancy services, namely, wealth management services; financial planning and investment advisory services; insurance and financial information and consultancy services; financial services, namely, estate settlement services; Trust services, namely, investment and trust company services; Financial trust planning
Class 041
Education services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial advisory, wealth management, and retirement planning services
Classification
International Classes
035
036
041