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Live / Registered — Registered (as of 24 Jun 2025)

What this means for you

Registered since 24 Jun 2025. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Financial services, namely, investment of funds for others and estate settlement services; financial services in the nature of an investment security; financial services, namely, wealth management services; financial planning consulting relating to investments and wealth management; financial investment services, namely, financial asset management, 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; financial consultancy for estate planning; financial planning consulting relating to investments and wealth management for retirement plans, endowments and foundations; financial services, namely, advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; financial investment advisory services, namely, Registered Investment Advisor (RIA) services