Filed Jan. 22, 2026

Serial No. 99608529

Examining Attorney null

Class (Based on Use) Financial advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial management; Financing services; Capital investment services; Trust services, namely, investment and trust company services; Financial trust administration; Investment management; Investment advisory services; Venture capital advisory services; Financial portfolio management; Monitoring financial markets for investment purposes; Equity capital investment; Private equity fund investment services; Investment advice in the fields of municipals bonds, cash funds, mutual trusts, institutional investment portfolios, private investor portfolios; Hedge fund management; Providing information regarding financial investment strategies; Providing stock/securities market information; Financial asset management; Fund investment consultation; Funds investment; Cash management; Annuity services, namely, account and investment administration; Global investment research services (Based on Intent to Use) Providing financial information and financial advice via a website; Financial forecasting; Financial investment brokerage; Management of private equity funds; Investment advice in the fields of charitable investing; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Investment fund management services; Investment advice in the fields of off-shore funds, emerging debt investments, government bonds investments, corporate bonds investments, high yield bond investments; 100; 101; 102

Case Type Service mark