Filed June 10, 2024

Serial No. 98592779

Examining Attorney SIMON TENG

Class Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, mutual funds, and financial aspects of retirement; providing advice, information, and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, mutual funds, and financial aspects of retirement; 100; 101; 102

Case Type Service mark