Filed Aug. 13, 2026

Serial No. 50049177

Class Financial wealth management services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic corporate financial advisory services; Investment management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial asset management; Financial asset management in the field of proprietary investment funds, pooled investment vehicles, and securities; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; 100; 101; 102

Case Type Service mark