Filed March 25, 2025

Serial No. 99102298

Examining Attorney null

Class Financial advisory services; financial portfolio 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; 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; 100; 101; 102

Case Type Service mark