Legal Representation
Attorney
Kari Moyer-Henry
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 12, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 12, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Dec 12, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 041
Educational services, namely, conducting seminars, conferences, lectures, classes, symposiums and workshops in the fields of investing, securities, capital markets, investment, finance, economics, business, financial planning, portfolio management, money management, investment strategy, asset allocation, and practice management and technology; Educational services, namely, conducting seminars, conferences, lectures, classes, symposiums and workshops in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, securities options, financial indices, venture capital funds, private equity funds, mutual funds, real estate funds, credit funds, pooled investment vehicles, secondary trading, fundraising, capital pooling, broker-dealer services
Classification
International Classes
041