Filed July 18, 2025

Serial No. 99291646

Examining Attorney null

Class Financial services, namely, financial planning, investment advisory and portfolio management services; financial wealth management services; financial consulting in the fields of retirement planning, estate and legacy planning, and tax-efficient investment strategies; insurance consulting and brokerage services in the field of life, disability, and long-term care insurance; providing information and advice in the field of financial regarding individual retirement accounts (IRAs), Roth IRAs, and 401(k) plans; financial administration of college savings plans; fiduciary services, namely, fiduciary representative services; financial consultancy in the field of financial asset management; financial risk assessment and management services; financial analysis and consultation; financial planning, namely, the creation of personalized financial investment strategies to achieve personal and business financial goals, all of the foregoing provided to individuals, families, and non-legal-industry businesses, and expressly excluding accounting services, legal services, business consulting in the field of legal services, and business management consulting in the field of legal services; 100; 101; 102

Case Type Service mark