Filed March 5, 2026

Serial No. 99684601

Examining Attorney JOHN M GARTNER

Class Investment advisory services; Capital investment services; Private equity fund investment services; Venture capital services, namely, providing financing to emerging and start-up companies; Financial advisory and consultancy services; Financial asset management; Financial wealth management services; Financial services, namely, wealth management services; On-line financial planning services; Financial planning and investment advisory services; Investment fund management services; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Financial analysis and research services; 100; 101; 102

Case Type Service mark