Filed Oct. 15, 2026

Serial No. 50164812

Class Financial advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage; Insurance consultation; Investment management; Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Life insurance brokerage; Mutual fund investment; Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing life insurance information; 100; 101; 102

Case Type Service mark