Filed April 22, 2026

Serial No. 99779623

Examining Attorney null

Class Financial planning and investment advisory services; Financial planning for retirement; Financial asset management; Financial management in the field of strategic financial planning; Financial advisory and consultancy services, namely, private banking, cash management, custom money lending, insurance consultancy, estate planning, transfer of wealth planning, philanthropy consultation related to charitable giving being charitable monetary giving through financial and estate planning, education and college financial planning; Financial portfolio management; Financial management in the field of retirement planning, tax planning, insurance strategy information and consultancy, and estate planning coordination; Providing financial information in the field of financial planning for wealth management, retirement planning, tax planning, insurance strategy consultation, philanthropy consultation related to and charitable giving being charitable monetary giving through financial and estate planning, education and college financial planning; 100; 101; 102

Case Type Service mark