Legal Representation
Attorney
Michael Lazzara
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 7, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Dec 7, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial advisory services in the fields of: advising others on retirement income planning, tax planning, risk management and asset protection, insurance planning, eldercare and long-term care planning, social security planning, 529 college savings plan and college planning, strategic money management, investment withdrawal strategy, business succession planning, charitable giving, family support issues, second opinions, retirement planning, education planning, investment management, and property and trust management.
First Use Anywhere:
Dec 31, 2022
First Use in Commerce:
Dec 31, 2022
Classification
International Classes
036