Filed Oct. 21, 2025

Serial No. 99454073

Examining Attorney MATTHEW M DIGAN

Class Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial information provided by electronic means; Financial information provided by electronic means in the field of personal finance and capital market consulting; Providing information in the field of personal finance; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advice in the fields of wealth management; Investment of funds; Investment of funds for others in the fields of personal finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts; Financial consultancy and insurance consultancy; Providing information in the field of personal finance via a website; Investment of funds for charitable purposes; Mutual funds and capital investment; Providing information in the field of wealth management; Financial information provided by electronic means in the field of private lending and commercial lending; Financial services, namely, microfinance lending services; Lending consultant services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial services, namely, money lending; Merchant banking and investment banking services; Banking services; Providing banking information; Investment banking services; Providing a website featuring information in the field of banking; Insurance consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Commodity investment advice; Mutual fund investment; 100; 101; 102; 100; 101; 107

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