Filed Feb. 27, 2023

Serial No. 97813872

Examining Attorney LEE ANNE BERNS

Class Banking; online banking services accessible by means of computers and wireless networks; providing a website featuring financial information; investment securities brokerage services, mutual fund investment services; financial services, namely, wealth management services, money lending, mortgage planning and refinancing, financial and investment services in the nature of financial asset management and financial services in the nature of an investment security, investment fund transfer and administration of transactions involving investment funds transfer, investment advice, investment management, investment consultation and investment of funds for others; banking services, namely, checking account services, electronic remote check deposit services, saving and money market account services, provision of certificates of deposit; telephone banking services; consumer lending for individuals; commercial banking services, namely, checking account services, savings and money market account services, provision of certificates of deposits, commercial lending; ATM banking services; banking services for credit and debit card and electronic check transactions via a global computer network; financial administration of individual investment accounts and portfolios, investment administration, financial and investment advice and analysis, financial planning for retirement, providing financial and investment information via personal consultation and meetings and through electronic communication; estate planning; asset administration services for individual clients, namely, administration of investment funds; 100; 101; 102

Case Type Service mark