Filed May 13, 2026

Serial No. 99821367

Examining Attorney TRISTAN NMN KOSICH

Class Customer relationship management; Marketing services; Business marketing services; Marketing plan development; Development of marketing strategies and concepts; Creative marketing plan development services; Consultation services, namely, creative and strategic consultation regarding development and production of marketing campaigns for others; Advertising services to create brand identity for others; Promotional marketing services using audiovisual media; Advertising, promotion and marketing services in the nature of e-mail blast campaigns for others; Digital marketing services; Marketing services in the nature of lead generation; Wholesale services by direct solicitation by sales agents in the field of financial services ; Providing support services for financial services distribution for non-asset managers, namely, providing wholesale services offered by direct solicitation by sales agents in the field of outsourced financial services, and providing third-party sales support services in the nature of sales leads and lead generation, CRM database management and sales pipeline tracking, sales presentations and sales support materials, market research and analysis, sale and distribution strategy consulting, and meetings with financial advisors and broker-dealers to alternative investment sponsors in the nature of private equity funds, hedge funds, and real estate investment trusts, and providing such services to financial technology companies distributing products and services through financial advisor and broker-dealer channels; 100; 101; 102; 100; 101; 102

Case Type Service mark