Mercurio & Associates, Inc. v. Oak Harvest Financial Group, PLLC, txsdc:4:2022cv01900

Financial services, namely, wealth management services, and providing investment options in the nature of annuities and life insurance products; Financial retirement plan consulting services; Financial consultancy and insurance consultancy; Financial planning; Providing financial services with respect to securities and other financial instrument products, namely, providing financial market news and commentary; Providing information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement; Insurance consulting in the field of life and long term care insurance; Financial advice and consultancy services; Consultancy services related to retirement and financial planning;

Entertainment services in the nature of a radio show in the field of retirement and financial planning; Providing educational services in the nature of classes, seminars, and training services in the field of retirement and financial planning;

Financial advice and consultancy services; Financial advisory and consultancy services, namely, related to retirement and financial planning.; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning, namely, in providing investment options in the nature of annuities and life insurance products.; Financial planning, namely, providing financial services with respect to securities and other financial instrument products.; Financial planning, namely, providing market news and commentary.; Financial planning, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;

Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning, namely, in providing investment options in the nature of annuities and life insurance products.; Financial planning, namely, providing financial services with respect to securities and other financial instrument products.; Financial planning, namely, providing market news and commentary.; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, related to retirement and financial planning.; Financial retirement plan consulting services; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement;