Filed Jan. 26, 2026

Serial No. 99614209

Examining Attorney null

Class Financial planning and investment advisory services; Financial advisory and consultancy services, namely, assisting financial advisors in creating, managing, storing, and presenting financial plans and client proposals; Financial advisory and consultancy services, namely, providing customized financial planning strategies using pre-designed templates and layouts; enabling financial advisors to generate and download completed financial plans and proposals in PDF format for client review and sharing; Financial advisory and consultancy services, namely, supporting financial advisors in delivering financial planning services within a membership platform; On-line financial planning services; Providing financial information services to financial advisors, namely, assisting them in creating, managing, and presenting financial plans and client proposals; providing guidance, tools, and templates to streamline financial planning processes; and supporting advisors in collecting, organizing, and maintaining client financial information; Financial advisory and consultancy services, namely, providing financial advisors with guidance on investment strategies and risk management; offering reporting, analytics, and visualization tools for client financial information and plans; and providing information in the field of finance and investments to support the delivery of financial planning services; 100; 101; 102; 100; 101; 107; 100; 101

Case Type Service mark