Filed Aug. 18, 2020

Serial No. 90121675

Registered Nov. 2, 2021

Registration No. 6,542,530

Class Platform as a service (PAAS) featuring computer software platforms for financial centers and advisors to manage retirement accounts, and for managing investments and insurance policies, for accessing marketing materials and educational offerings, for connecting with a financial advisor and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for managing retirement accounts, for managing finances and insurance policies, for accessing marketing materials, for accessing sales support, for accessing customer service, and for accessing educational offerings in the field of financial planning and strategies; 100; 101

Case Type Service mark