Filed Feb. 28, 2020

Serial No. 88815389

Registered May 4, 2021

Registration No. 6,342,985

Class Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial management in the field of investment portfolios, individual retirement accounts, 401k plans, employee pension plans, and other retirement accounts; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning for retirement; Individual retirement account services; Financial administration of retirement plans; Investment management in the fields of retirement plans and IRA accounts; Financial administration of retirement plans; Financial portfolio management; Financial asset management; Financial investment brokerage services; Financial portfolio analysis services; Financial information and advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; 100; 101; 102

Case Type Service mark