Filed March 13, 2026

Serial No. 99701188

Registered Oct. 20, 2026

Registration No. 8,510,014

Class Investment management; Financial wealth management services; Financial planning for retirement; Broker-dealer financial services in the field of investment and insurance products for individuals and families, excluding hedge fund services; Financial asset management in the field of customized insurance and investment plans to assist clients in meeting individual financial goals, excluding hedge fund services; Providing information in the field of wealth management for individuals, families and business professionals, excluding information regarding hedge fund services; Providing financial consultation services to clients regarding financial planning for general financial purposes and financial planning for  life insurance strategies, education planning and funding, disability planning, estate planning, and business planning, excluding services exclude hedge fund related services; 100; 101; 102

Case Type Service mark