Financial and consulting services, namely advice to individuals regarding gifts to institutions and charitable organizations, including life insurance policies; goal-focused financial planning services, namely, analysis of current financial position; long-term financial planning services, namely, retirement planning, long-term care planning, charitable gifting strategies and planning, education planning, investment planning and management, risk mitigation management and insurance consulting...

Private equity fund investment services; Management of private equity funds; Investment management in the fields of private equity

Private equity fund investment services; Management of private equity funds; Investment management in the fields of private equity

Private equity fund investment services; Management of private equity funds; Investment management in the fields of private equity

Private equity fund investment services; Management of private equity funds; Investment management in the fields of private equity

Financial services, namely, personal lending, mortgage lending, and loan origination; providing personal loans and lines of credit; mortgage financing and refinancing services; providing home equity lines of credit (HELOCs); financial advisory and consulting services in the field of personal finance, credit improvement, and wealth building; providing information and education in the field of financial wellness and consumer budgeting; providing a website featuring information and tools for man...

Financial services, namely, debt management, debt settlement negotiation, debt consolidation, and debt resolution; financial advisory services related to consumer debt, credit improvement, personal finance, and wealth building; personal and mortgage lending services; loan origination, financing, refinancing, and providing home equity lines of credit (HELOCs); providing personal loans and lines of credit; providing information and education in the field of financial wellness and budgeting; pro...

Financial services, namely, debt management, debt settlement negotiation, debt consolidation, and debt resolution; financial advisory services related to consumer debt, credit improvement, personal finance, and wealth building; personal and mortgage lending services; loan origination, financing, refinancing, and providing home equity lines of credit (HELOCs); providing personal loans and lines of credit; providing information and education in the field of financial wellness and budgeting; pro...

Financial services, namely, debt management, debt settlement negotiation, debt consolidation, and debt resolution; financial advisory services related to consumer debt, credit improvement, personal finance, and wealth building; personal and mortgage lending services; loan origination, financing, refinancing, and providing home equity lines of credit (HELOCs); providing personal loans and lines of credit; providing information and education in the field of financial wellness and budgeting; pro...

Financial services, namely, debt management, debt settlement negotiation, debt consolidation, and debt resolution; financial advisory services related to consumer debt, credit improvement, personal finance, and wealth building; personal and mortgage lending services; loan origination, financing, refinancing, and providing home equity lines of credit (HELOCs); providing personal loans and lines of credit; providing information and education in the field of financial wellness and budgeting; pro...

Financial services, namely, debt management, debt settlement negotiation, debt consolidation, and debt resolution; financial advisory services related to consumer debt, credit improvement, personal finance, and wealth building; personal and mortgage lending services; loan origination, financing, refinancing, and providing home equity lines of credit (HELOCs); providing personal loans and lines of credit; providing information and education in the field of financial wellness and budgeting; pro...

Financial services, namely, debt management, debt settlement negotiation, debt consolidation, and debt resolution; financial advisory services related to consumer debt, credit improvement, personal finance, and wealth building; personal and mortgage lending services; loan origination, financing, refinancing, and providing home equity lines of credit (HELOCs); providing personal loans and lines of credit; providing information and education in the field of financial wellness and budgeting; pro...

Financial services, namely, debt management, debt settlement negotiation, debt consolidation, and debt resolution; financial advisory services related to consumer debt, credit improvement, personal finance, and wealth building; personal and mortgage lending services; loan origination, financing, refinancing, and providing home equity lines of credit (HELOCs); providing personal loans and lines of credit; providing information and education in the field of financial wellness and budgeting; pro...

Property and casualty insurance underwriting and administration services, namely, providing premium rate computing, insurance premium quoting, taking and processing insurance applications, and policy issuance and servicing; providing consumer information via a global computer information network regarding insurance underwriting and servicing in the fields of property and casualty insurance.

Banking and financing services

Capital investment services

Real estate investment trust services

Real estate brokerage

Insurance agency and brokerage; Insurance consulting in the field of Business, Home, Auto, Health, Recreational Vehicle, Umbrella and Life insurance

Fundraising services for charitable purposes

Promoting public awareness of political issues

Promoting public awareness of political issues

Real estate investment trust services

Financial consultancy services; Financial advisory services; Financial investment brokerage services; Investment fund management services; Securities brokerage services; Financial asset management; Investment consultation

Charitable foundation services, namely, providing fundraising activities, funding, scholarships and/or financial assistance for military veterans, underserved youth, employees and the families of the foregoing

Credit counseling services

Insurance agencies

Charitable services, namely, providing food donations for individuals and families in need

Insurance agencies; Insurance brokerage; Insurance carrier services; Insurance services, namely, writing property and casualty insurance; Insurance administration services; Insurance agency and brokerage; Insurance agencies in the field of home, automobile, commercial, health, life, property, and casualty insurance

Charitable services, namely, providing food donations for individuals and families in need

Software as a service (SAAS) and platform as a service (PAAS) featuring software for quantitative analysis of real-estate assets, markets, and portfolios; non-downloadable software for benchmarking markets and property-level operating metrics, generating forward-looking market analytics, portfolio optimization, risk modeling, and multi-scenario stress testing; providing temporary use of online non-downloadable software that ingests and analyzes third-party economic, demographic, property, and...

Software as a service (SAAS) and platform as a service (PAAS) featuring software for quantitative analysis of real-estate assets, markets, and portfolios; non-downloadable software for benchmarking markets and property-level operating metrics, generating forward-looking market analytics, portfolio optimization, risk modeling, and multi-scenario stress testing; providing temporary use of online non-downloadable software that ingests and analyzes third-party economic, demographic, property, and...

Credit union services; Mortgage lending; Consumer lending services; Mortgage banking; Home equity loans; Online banking services; Issuing of credit cards; Banking services featuring the provision of certificates of deposit; Individual retirement account services; Credit and loan services; Savings and loan services; Financing loans for automotive and recreational vehicles; Auto loan brokerage services; Loan financing; Checking account services; Savings account services; Providing personal loan...

Insurance consulting in the field of health insurance; Providing counseling and consulting in the field of healthcare insurance benefits; Providing information about healthcare insurance plans

Financial planning services for the hospitality industry, foodservice manufactures, and foodservice distributors, namely, creating wealth management strategies consisting of supply chain management strategies and operations management strategies

Mortgage financing services; Mortgage brokerage services; Mortgage refinancing; Financial services, namely, mortgage refinancing; Home equity loans

Leveraged buy outs and investments in financially distressed or underperforming companies; management of private equity funds; private equity consultant services; private equity fund investment services; providing private equity funding; investment management in the fields of private equity; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; corporat...

Health insurance consultancy; Providing health insurance information; Providing information about healthcare insurance plans; Providing counseling and consulting in the field of healthcare insurance benefits

Mortgage financing services; Mortgage brokerage services; Mortgage refinancing; Financial services, namely, mortgage refinancing; Home equity loans

Financial advisory and consultancy services, namely, fund management and hedge fund

Software as a service (SAAS) and platform as a service (PAAS) featuring software for quantitative analysis of real-estate assets, markets, and portfolios; non-downloadable software for benchmarking markets and property-level operating metrics, generating forward-looking market analytics, portfolio optimization, risk modeling, and multi-scenario stress testing; providing temporary use of online non-downloadable software that ingests and analyzes third-party economic, demographic, property, and...

Investment of funds; Financial retirement plan consulting services; Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial advice; Financial advice on retirement; Financial advice relating to retirement; Financial advice relating to tax; Financial advice relating to income tax; Providing information, commen...

Providing home warranty administration; Providing warranties on goods manufactured by others, namely, mobile phones

Financial research; Financial advisory services; Financial portfolio analysis services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial portfolio management

Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.

Banking services; Checking account services; Savings account services; Bill payment services; Payment processing services, namely, credit card and debit card transaction processing services; Processing of debit card payments; Automated teller machine services; Electronic transfer of money; Mortgage lending; Financing of loans; Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Annuity services, namely, account and investment administration and the i...

Banking services; Checking account services; Savings account services; Bill payment services; Payment processing services, namely, credit card and debit card transaction processing services; Processing of debit card payments; Automated teller machine services; Electronic transfer of money; Mortgage lending; Financing of loans; Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Annuity services, namely, account and investment administration and the i...

Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.

Venture capital advisory services; Capital investment services

Insurance brokerage; Insurance services, namely, underwriting multiple carriers and re-insurers insurance; Brokerage advisory services relating to insurance