Amplify Credit Union (P) vs AmplifyDMC, LLC (D)

Credit union services

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; consulting and information concerning insurance; [ consulting services in the field of state and federal employee benefit plans concerning insurance and finance; ] financial consultancy and insurance consultancy; financial evaluation for insurance purposes; insurance consultation; [ providing a website featuring educational information in the field of business insurance; ] providing information in insurance matters; advisory services relating to credit and debit control, investment, [ grants ] and financing of loans; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; [ global investment research services; ] information, advisory, consultancy [ and research services ] relating to finance and investments; investment of funds for others; investment services, namely, asset acquisition, consultation, development and management services; mutual fund investment; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; banking and financing services; banking consultation; investment banking services; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; telephone banking services; on-line banking services; on-line banking services featuring electronic alerts that alert credit and debit card users when a single transaction exceeds a certain amount; credit and debit card services; mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; mortgage lending and refinancing services; financial services, namely, mortgage planning and refinancing; financing of real estate development projects; real estate escrow and financing services; [ real estate investment services; ] real estate lending services

Corporate social responsibility programs, namely, corporate philanthropic services concerning monetary donations to community initiatives to enhance community engagement; corporate social responsibility programs, namely, monetary donations; corporate social responsibility programs, namely, providing events to support communities and charities in various fields

Class 036: Financial services, namely, business fundraising for others; Financial advice, namely, budget planning; Class 041: Educational services, namely, conducting training sessions, seminars, conferences, workshops, and presentations in the fields of executive training, fundraising, and nonprofit management and distribution of training materials in connection therewith; Class 042: Graphic design services