Legal Representation
Attorney
David M. Kelly
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 6, 2026 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jan 6, 2026 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 6, 2026 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Investment of funds; Investment management; Investment of funds for charitable purposes; Financial administration of charitable giving accounts and corporate philanthropic accounts; Providing grants to nonprofit and charitable organizations; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information in the field of charitable giving, investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management; Estate planning; Financial trust planning; Financial trust administration
First Use Anywhere:
19990000
First Use in Commerce:
19990000
Classification
International Classes
036