Filed March 23, 2026

Serial No. 99718070

Examining Attorney null

Class Financial advice and consultancy services; Financial advisory and consultancy services, namely, advice relating to investments, asset management, cash management, financial analysis and consultation, financial planning consultation, financial portfolio management, financial research, and financial risk management; Providing stock/securities market information; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Consumer lending services; Mutual fund investment; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial trust operations; Trust services, namely, investment and trust company services; Insurance services, namely, writing property and casualty insurance; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services; Insurance brokerage; 100; 101; 102

Case Type Service mark