Pursuit Wealth Management, LLC v. Pursuit Wealth Group LLC, ilndc:1:2024cv11324

Annuity services, namely, account and investment administration; Financial analysis and consultation, excluding the foregoing in connection with lending to small business, as that term is defined by the U.S. Small Business Administration; Financial planning and investment advisory services; Financial risk assessment services, excluding the foregoing in connection with lending to small businesses, as that term is defined by the U.S. Small Business Administration; Mutual funds and capital investment; Stock exchange quotations; Financial retirement plan consulting services; 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; Fiscal valuations and assessments, excluding the foregoing in connection with lending to small businesses, as that term is defined by the U.S. Small Business Administration;

Annuity services, namely, account and investment administration; Financial analysis and consultation, excluding the foregoing in connection with lending to small business, as that term is defined by the U.S. Small Business Administration; Financial planning and investment advisory services; Financial risk assessment services, excluding the foregoing in connection with lending to small businesses, as that term is defined by the U.S. Small Business Administration; Mutual funds and capital investment; Stock exchange quotations; Financial retirement plan consulting services; 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; Fiscal valuations and assessment, excluding the foregoing in connection with lending to small businesses, as that term is defined by the U.S. Small Business Administration;

Annuity services, namely, account and investment administration; Financial analysis and consultation; Financial planning and investment advisory services; Financial risk assessment services; Mutual funds and capital investment; Stock exchange quotations; Financial retirement plan consulting services; 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; Fiscal valuations and assessments;