Filed March 25, 2025

Serial No. 99102264

Examining Attorney TRENTON MICHAEL DAVIS

Class Financial advisory services; financial portfolio management; Financial asset management; trust and estate services, namely, estate trust planning, financial trust planning, trust management accounts, estate trust management, financial trust planning; business exit financial planning; financial consulting services for business exit planning investment management services provided via online platform and financial administration of investments in the nature of the management of investment funds for third parties; financial services, namely, providing financial advice in the field of lending and credit solutions; financial consultation and planning, namely, financial consultation and planning in connection with financing and loan services; credit consultation; providing information regarding financial investment strategies; all of the above services provided exclusively through independent financial advisors; financial consultation in the nature of providing financial guidance and advice to clients in the field of securing credit and lending solutions through an independent network of bank and non-bank providers; financial planning; financial advisory services in the fields of credit and lending solutions, mortgages, secured and unsecured lines of credit, real estate development and commercial lending; financial consultation in the field of facilitating and arranging credit and lending services by others; 100; 101; 102

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