Private equity fund investment services

Apartment locating services for others

Software as a service (SAAS) services featuring software for financial planning, investment management, and financial analysis; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage client relationships and generate financial intelligence

Downloadable newsletters, reports and webinars in the field of investment and investment management available directly to professional and institutional investors; Downloadable electronic financial statements in the form of quarterly, annual, and statement of additional information reports; Downloadable electronic mutual fund prospectus reports

Real estate investment services; Real estate management services

Insurance consultation; Insurance underwriting services for all types of insurance; Insurance agencies; Insurance consultancy; Insurance information; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Real estate consultancy; Real estate consultation; Real estate brokerage

Real estate financing services; Real estate loan financing services; Financing of real estate development projects

Real estate financing services; Real estate loan financing services; Financing of real estate development projects

Real estate financing services; Real estate loan financing services; Financing of real estate development projects

Financial consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments

Real estate financing services; Real estate loan financing services; Financing of real estate development projects

Financial services, namely, providing financial management for funds for school districts, municipalities, counties, colleges, and any other unit of local government

Business research and data analysis services in the field of property associations and homeowner associations; Preparation of market analysis reports

Downloadable computer software in the field of transportation management systems (TMS) and transportation logistics services, namely planning, scheduling, and managing of shipments and drivers for the transportation industry; Downloadable mobile applications for vehicle fleet and driver management and regulatory compliance; Downloadable software for logistics coordination, load matching for shipments, vehicle dispatching, and management; Telematics systems and software for vehicle fleet track...

personal loan financing; consultancy services relating to loans; transaction authentication and verification services; financial brokerage services; financial investment management services; Mobile banking services; financial services; Electronic financial trading services; electronic payment services; securities trading services; securities investment consulting services; Stock brokerage services; Financial consultancy; credit inquiries services relating to finance; Financial credit scoring ...

Downloadable computer software in the field of transportation management systems (TMS) and transportation logistics services, namely planning, scheduling, and managing of shipments and drivers for the transportation industry; Downloadable mobile applications for vehicle fleet and driver management and regulatory compliance; Downloadable software for logistics coordination, load matching for shipments, vehicle dispatching, and management; Telematics systems and software for vehicle fleet track...

Banking services

personal loan financing; consultancy services relating to loans; transaction authentication and verification services; financial brokerage services; financial investment management services; Mobile banking services; financial services; Electronic financial trading services; electronic payment services; securities trading services; securities investment consulting services; Stock brokerage services; Financial consultancy; credit inquiries services relating to finance; Financial credit scoring ...

Production and distribution of videos in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; online publication of blogs in the field of family management and relationships; entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relations...

Financial consultancy services; Venture capital advisory services; Investment banking services; Financial consulting and advising in the field of mergers and acquisitions; Financial restructuring services

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

Real estate development; Construction consultancy

Charitable foundation services, namely, providing financial support to charitable and nonprofit organizations for projects, initiatives, and funding related to community development, historic districts and sites preservation, museum and fine art awareness, economic inclusivity, urban greenspace, environmental and community resilience and development, youth development, provision of medical services, and education.

Real estate development; Construction consultancy

Financial services, namely, cash deposit and loan aggregation and brokerage; sales, advisory and consulting services related to financial deposits and financial deposit aggregation, profitability, and strategic financial advisory services for banks, credit unions, funds and other related financial services businesses; Advisory and consulting services related to balance sheet management; Advisory and consulting services related to financial advisory services and business strategic planning ser...

Brokerage of mobile payment for others; Issuance of electronic coupons in the nature of tokens of value via smart phones, namely, issuing pre-paid vouchers exchangeable for goods or services; On-line financial transactions, namely, providing secure financial transactions and payment options; Financial services provided over the Internet with downloadable application, namely, providing secure financial transactions and payment options; Providing financial information by recorded application; E...

technology platform for accessing and monitoring deposits, accounts, documentation, and reports; Financial services, namely, cash deposit and loan aggregation and brokerage; sales, advisory and consulting services related to financial deposits and financial deposit aggregation, profitability, and strategic financial advisory services for banks, credit unions, funds and other related financial services businesses; Advisory and consulting services related to records management; Advisory and con...

Real estate consultancy; Real estate brokerage; Real estate consultation; Real estate financing services; Appraisal of real estate; Real estate management consultation

Investment advisory services; Investment fund management services; Financial investment brokerage services; Financial planning for retirement

Providing home warranty administration

Electronic transfer of virtual currencies; Providing financial information in the field of cryptocurrency; Providing information in the field of cryptocurrency exchange price quotations via a blockchain data feed to smart contracts; Blockchain-based payment verification services; Cryptocurrency exchange services featuring blockchain technology; Credit rating services; Credit scoring services; Credit bureau services; Processing of contactless credit and debit card payments; Credit card transac...

Providing home warranty administration; Warranty claims administration services, namely, processing warranty claims for home warranty sold through realtors

Financial planning; On-line financial planning services; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning for retirement; Financial trust planning; Investment management; Public equity investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment se...

Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence

Providing financial information services to high net-worth individuals through an online platform and virtual office with access to tax and legal optimization strategies, as well as private equity-like investments.

Educational software; computer software relating to financial history; computer software relating to the handling of financial transactions; computer programs relating to financial matters; digital video storing server connected to network; digital video viewers; computer software for distributing/monitoring content on the internet; computer programs and computer software for electronic trading of securities; computer database servers; cloud server.

Educational software; computer software relating to financial history; computer software relating to the handling of financial transactions; computer programs relating to financial matters; digital video storing server connected to network; digital video viewers; computer software for distributing/monitoring content on the internet; computer programs and computer software for electronic trading of securities; computer database servers; cloud server.

Educational services, namely, providing academic performance evaluation, guidance, and monitoring for students; Providing educational mentoring services and programs in the field of English, reading, math, and computer literacy; Educational services, namely, conducting programs in the field of academic enrichment programs for at-risk youth in low income areas in the field of English, reading, math, and computer literacy; Providing information relating to education services for children; Educa...

Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments

Banking services; Investment management; Stock brokerage services; Fiduciary services, namely, fiduciary representative services; Financial planning; Estate planning; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Financial management; Financial administration of employee benefit plans; Financial wealth management services

Banking services; Investment management; Stock brokerage services; Fiduciary services, namely, fiduciary representative services; Financial planning; Estate planning; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Financial management; Financial administration of employee benefit plans; Financial wealth management services

Financial services, namely, providing and operating a platform that identifies and facilitates business acquisition opportunities in private companies for family offices and investors; Financial advisory and consultancy services relating to business acquisitions, namely, sourcing, evaluating, structuring, and closing of direct capital transactions; Arrangement of capital funding for businesses

Virtual currency trading services; Financial exchange of virtual currency; Financial trading of virtual currency; Currency exchange services; Currency trading; On-line real-time currency trading; Digital currency brokerage services; Electronic transfer of virtual currencies

Providing online non-downloadable videos in the field of financial responsibility

Financial services, namely, investment management services, investment advisory services and financial asset management services; financial services, namely, hedge fund operation and management; credit intermediation services, namely, the provision of debt financing; lending being securities lending and margin financing on derivatives; execution services, namely, futures, fixed income and repurchase trade execution services; financial clearinghouse services; financial brokerage services; secu...

Electronic transfer of cryptocurrency; Financial exchange of cryptocurrency; Financial trading of cryptocurrency; Providing financial information; Financial management; Electronic funds transfer; Processing of electronic wallet payments; Cryptocurrency payment processing; Financial services, namely, investment fund transfer and transaction services; Cryptocurrency exchange services featuring blockchain technology; Currency exchange services

Investment advice; Financial planning; Financial portfolio management

Educational services, namely, developing and disseminating printed and electronic educational materials and educational programs to health care professionals and patients regarding cancer and other diseases, oncology, and disease management and treatment; Providing courses of instruction in the field of health care; Providing courses of instruction in the field of cancer care and treatment; Providing continuing medical education courses; Providing continuing medical education courses, in the ...

Financial planning; Estate planning; Investment advisory services; Health insurance consultancy; Investment management; Financial advice relating to retirement; Financial asset management

Financial planning; Estate planning; Investment advisory services; Health insurance consultancy; Investment management; Financial advice relating to retirement; Financial asset management