Filed Aug. 28, 2025

Serial No. 99363910

Examining Attorney JANICE LEE MCMORROW

Class Consulting in the field of finance; Family office services in the nature of financial wealth management services; Financial advice and consultancy services; Financial advice relating to retirement; Financial advisory and consultancy services; Financial consultancy and insurance consultancy; Financial consultancy services; Financial due diligence services in the field of real estate; Financial evaluation for insurance purposes; Financial evaluation of real estate; Financial information and advisory services; Financial loan consultation; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financing of real estate development projects; Insurance and financial information and consultancy services; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage financing services; Real estate financing services; Real estate loan financing services; Reinsurance financial services in the nature of providing an investment option available for annuity products; Strategic corporate financial advisory services; Strategic financial advisory services; Real estate brokerage; Real estate brokerage services; Land acquisition, namely, real estate brokerage; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; 100; 101; 102

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