Filed July 7, 2026

Serial No. 99926761

Examining Attorney null

Class Financial services, namely, wealth management services; Financial portfolio management; Financial portfolio analysis services; Financial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial advice in the field of various retirement living options; Investment advice; 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 planning for retirement; Cash management; Lending consultant services; Financial planning; Financial advice on retirement; Advice on finance during retirement; Financial advice relating to retirement; 100; 101; 102

Case Type Service mark