Filed July 6, 2025

Serial No. 99268893

Registered Aug. 11, 2026

Registration No. 8,396,147

Class Financial consultancy services; Financial advisory and consultancy services; Financial advice and consultancy services; Information, advisory, consultancy and financial research services relating to finance and investments; Outsource service provider in the field of financial consultancy; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial consulting services, namely, expert analysis in finance; Financial consulting services, namely, advising others regarding intellectual property investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Strategic financial advisory services; Strategic corporate financial advisory services; Providing financial consultation services to founders, executive management teams, and boards of directors; Providing financial information in the field of artificial intelligence, semiconductors, and enterprise software; Financial information provided by electronic means in the field of artificial intelligence, semiconductors, and enterprise software; Financial advisory services; Providing financial advisory services; Financial information and advisory services; Financial planning and investment advisory services; Financial advisory services rendered using artificial intelligence (AI); Advice relating to investments; 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; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Investment consultation; Investment advice; Investment consultancy; Capital investment; Investment management; Investment of funds; Investment advisory services; Equity capital investment; Capital investment consulting; Capital investment services; Capital investment consultancy; Public equity investment management; Investment by electronic means; Investment risk assessment services; Global investment research services; Family office investment advisory services; Family office investment management services; Financial investment analysis and stock research; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Family office services in the nature of investment management; Providing venture capital, development capital, private equity and investment funding; Investment services, namely, asset acquisition, consultation, development and management services; Family office services in the nature of investment advisory services; Financial investment in the field of artificial intelligence, semiconductor and enterprise software; Intellectual property valuation services; Financial valuation of intellectual property assets; Consulting on the subject of intellectual property valuation; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial consulting and advising in the field of mergers and acquisitions; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Business brokerage services and related consulting pertaining to procurement, buying, selling and tendering information and opportunities; Financial consulting; 100; 101; 102

Case Type Service mark