Filed April 10, 2026

Serial No. 99756279

Examining Attorney MIGUEL A TORRES

Class Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial consulting; Financial retirement plan consulting services; Financial consulting services, namely, expert analysis in finance; Financial consulting services, namely, advising others regarding intellectual property investments; Investment fund management services; Family office investment management services; Family office services in the nature of investment management; Holding company services performed for third parties, namely, investment management; 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 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; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; 100; 101; 102

Case Type Service mark