Filed Jan. 26, 2026

Serial No. 99614205

Registered Oct. 20, 2026

Registration No. 8,509,582

Class Financial planning and investment advisory services; Financial advisory and consultancy services for financial advisors, namely, evaluating the strength of financial plans; Financial advisory and consultancy services for financial advisors, namely, evaluating the strength of customized financial planning strategies; On-line financial planning services; Providing financial information services to financial advisors for use in creating, managing, and presenting financial plans and client proposals; Financial advisory and consultancy services, namely, providing financial advisors with guidance on investment strategies and risk management; providing financial information and financial investments information to support the delivery of financial planning services; 100; 101; 102; 100; 101; 107; 100; 101

Case Type Service mark