Filed Nov. 5, 2026

Serial No. 50202914

Examining Attorney null

Class Financial planning; Financial planning consultation; Financial planning for retirement; On-line financial planning services; Providing information in the field of financial planning; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning, namely, advising indivdiuals on investing, retirement planning, education planning, and charitable or phillanthropic giving, insurance, tax, and estate planning; Investment management; Financial asset management; Financial portfolio management; Financial risk management; Fiduciary services, namely, fiduciary representative services; Financial trust administration; Estate trust planning; Estate trust management; Family office investment management services; Family office services in the nature of investment advisory services; Family office services in the nature of financial wealth management services; Securities brokerage; Securities brokerage services; Providing financial information and analysis; 100; 101; 102

Case Type Service mark