Filed May 15, 2025

Serial No. 99187557

Examining Attorney DAVID E TOOLEY

Class Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment; financial services, namely, financial risk management, financial research, financial investment data analysis, financial consultation, and financial information services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; management and investment of funds and assets of others; financial transaction services, namely, clearing financial transactions; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial services, namely, providing information relating to investment advisory services, investment management services and financial management via an interactive website and website links; real estate investment services.; 100; 101; 102

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