Filed April 20, 2026

Serial No. 99775067

Examining Attorney BRIAN J COLLIS

Class Investment advice in the fields of retirement planning, individual securities, and personal financial planning for individuals and families; Investment consultation in the fields of retirement planning, individual securities, and personal financial planning for individuals and families; Investment management in the fields of retirement planning, individual securities, and personal financial planning for individuals and families; Monitoring financial markets for investment purposes; Financial investment analysis and stock research; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial planning and investment advisory services; 100; 101; 102

Case Type Service mark