Filed Sept. 16, 2025

Serial No. 99395239

Examining Attorney null

Class Financial affairs, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services, financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment, financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services, financial transaction services, namely, clearing financial transactions, and maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; monetary affairs, namely, financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services, financial research, analysis, consultation, and information services; real estate affairs, namely, real estate investment and trust advisory and management services; financial sponsorship of sporting and charitable events.; 100; 101; 102

Case Type Service mark