Filed Feb. 12, 2026

Serial No. 99650476

Examining Attorney SIERRA E ZELLNER

Class Investment advisory services; Financial investment brokerage services; Securities brokerage services; Mutual fund brokerage; Stocks and bonds brokerage; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning; Financial consultancy; Financial planning for retirement; Financial risk management consultation; Providing financial information; Insurance brokerage; Insurance consultation; Providing information in insurance matters; Financial advisory and consultancy services; Investment management; Financial asset management; Providing information in the field of estate planning; Financial portfolio analysis services; Financial wealth management services; Annuity brokerage services; Fiduciary services, namely, fiduciary representative services; Providing information in the field of financial planning for higher education; Providing information in the field of financial stock and equity markets; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial advice, namely, budget planning; Financial analysis and consultation; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial risk assessment services; 100; 101; 102

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