Goods & Services
Class 9:
Digital materials, namely, downloadable text and multimedia files in the fields of finance, lending, investments, asset management, and financial advisory services.
Class 16:
Printed materials, namely, printed written articles, reports, and periodicals in the fields of finance, lending, investments, and asset management, and financial advisory services.
Class 36:
Financial services, namely, investment advisory and investment management services for private investment funds, pooled investment vehicles and investment accounts; investment management; money lending, commercial lending, middle-market commercial and consumer lending, and financial consultation services regarding lending services; investment of funds for others; investment consultation; financial asset management; financial advisory services; providing financial information.
Class 41:
Educational services, namely, providing classes, courses, seminars, and webinars in the fields of finance, lending, investments, asset management, and financial advisory services, and distribution of course and educational materials in connection therewith; providing online non-downloadable electronic publications in the nature of blogs, articles, brochures, slide decks, and white papers in the field of finance, lending, investments, asset management, and financial advisory services.
Class 42:
Software as a service (SaaS) services featuring software for accessing, viewing, and transacting investments, viewing investment portfolios, and accessing, viewing, uploading, downloading, and sharing investment documents, tax documents, financial statements, and legal documents; providing temporary use of on-line non-downloadable software for accessing, viewing, and transacting investments, viewing investment portfolios, and accessing, viewing, uploading, downloading, and sharing investment documents, tax documents, financial statements, and legal documents.
