Legal Representation
Attorney
B. Anna McCoy
Application History
3 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 10, 2026 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jan 7, 2026 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jan 7, 2026 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Tax preparation; Tax consultation; Tax and taxation planning, advice, information and consultancy services; accounting services related to tax planning; business consultation services for individuals and businesses in the fields of tax, tax compliance, tax planning, accounting, tax outsourcing; advisory services regarding tax compliance
Class 036
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; 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; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
Additional Information
Pseudo Mark
WEALTH THIRTY SIX Q DEGREES
Pseudo Mark
WEALTH THREE SIX Q DEGREES
Classification
International Classes
035
036