Legal Representation
Attorney
B. Anna McCoy
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 31, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Dec 31, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 31, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax planning
Class 036
Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial risk management consultation; Financial asset management; Financial planning and investment advisory services; Financial advice; Investment management; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Investment advisory services, namely, Registered Investment Advisor (RIA) services
Classification
International Classes
035
036