Filed April 10, 2026

Serial No. 99756070

Examining Attorney RHONNA L KOLLENKARK

Class Financial asset management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment consultation; Investment advice; Funds investment; Investment brokerage; Investment management; Investment of funds; Financial investment brokerage; Investment advisory services; Mutual fund investment; Fund investment consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial investment brokerage services; Investment fund management services; Mutual funds and capital investment; Investment of funds for others; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Financial investment analysis and stock research; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Providing information regarding financial investment strategies; 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; Financial services in the nature of providing an investment option available for life insurance products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 100; 101; 102

Case Type Service mark