Filed July 23, 2026

Serial No. 50009223

Examining Attorney null

Class Financial services, namely, financial management and advisory services; financial services, namely, asset and portfolio management and advisory services; financial services, namely, providing information, historical performance data, and analytics in the field of finance; financial services, namely, investments of funds and advice relating to investment strategies, asset valuations, and equity, fixed income, derivative and alternative investments; financial services, namely, capital allocations and advice relating to investment strategies; financial services, namely, securities trading and investor services in the nature of the management of portfolio and fund assets, and investment analysis; providing a web-based, automated, and customized financial management services, namely, financial consulting in the nature of recommending financial products and services for consumers; providing computer, electronic, and online databases in the field of financial planning for the purposes of monitoring performances of financial products and services and recommending financial products and services to consumers.; 100; 101; 102

Case Type Service mark