Filed May 30, 2024

Serial No. 98575727

Examining Attorney KELLEY L WELLS

Class Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Brokerage services for capital investments; Financial consulting services, namely, advising others regarding intellectual property investments; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; 100; 101; 102

Case Type Service mark