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

Holding company services, namely, investment management; holding company services, namely, financial reporting and financial advising to subsidiaries and affiliated companies; holding company services, namely, provision of investment capital to subsidiaries and affiliates; providing investors with financial information; holding company services, namely, financial management in the nature of allocation of investment capital; holding company services, namely, acquisition, management, and transf...

Providing technology information in the field of cryptocurrency; Electronic storage of cryptocurrency for others; Providing temporary use of online non-downloadable software for cryptocurrency trading; Providing online, non-downloadable software for processing cryptocurrency transactions using blockchain technology

Charitable fundraising services

Insurance agency and brokerage; Insurance brokerage services

Mortgage brokerage; Mortgage refinancing; Mortgage lending; Mortgage banking; Mortgage financing services; Mortgage brokerage services; Financial services, namely, mortgage refinancing; Financial services, namely, mortgage planning

Financial advice; Financial advice and consultancy services; Financial portfolio analysis services; Financial analysis and consultation; Financial analysis and research services; Financial investment analysis and stock research; Financial analyses; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial management; Financial pl...

Political campaign services

Telephone banking and credit union services using artificial intelligence; telephone banking and credit union services using a chatbot and virtual assistant; banking and credit union services provided by mobile telephone connection; providing loan, account, banking and credit union services information by telephone using artificial intelligence; providing loan, account and banking and credit union services information by telephone using a chatbot and virtual assistant

Automobile and truck leasing services

Automobile and truck leasing services

Providing information in the field of real estate via the Internet; Real estate brokerage

Arranging of leases and rental agreements for real estate; Assessment and management of real estate; Financial consulting in the field of real estate note brokerage; Financial services, namely, mortgage planning; Leasing of real estate; Loan origination services; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage brokerage; Mortgage financing services; Mortgage lending; Mortgage procurement for others; Real estate a...

Financial wealth management services

Real estate brokerage services

Downloadable computer software for financial transaction and electronic payment services; Downloadable software for blockchain-based inventory management; Cryptocurrency hardware wallets; Downloadable computer software for accessing, reading, and tracking information in the field of financial transactions on a blockchain; downloadable software in the nature of a mobile application for trading, updating, clearing, storing, settlement, custody, investment and processing of digital assets, namel...

Educational services, namely conducting classes, seminars, workshops and conferences in the field of finance and investments; providing a website featuring information in the fields of news, business, finance, securities, securities markets, and the energy industry.

Insurance agency in the field of life, senior health, home, and auto insurance; Servicing, namely, insurance administration in the fields of life, senior health, home, and auto insurance

Charitable fundraising services; Fundraising for charitable purposes; On-line charitable fundraising

Promoting public awareness of mentoring, mentorship programs, mentorship programming for first generation college students, and educational opportunities for underrepresented youth.; Charitable services, namely, promoting public awareness of mentoring, mentorship programs, mentorship programming for first generation college students, and educational opportunities for underrepresented youth.

Financial advisory services; Financial consulting; Investment advisory services; Financial planning; Financial wealth management services

Financial advisory and consultancy services, namely, negotiating of structured settlement annuities for personal injury and wrongful death claims

Insurance carrier services; Insurance brokerage services; Financial consultancy services; Financial advisory services; Real estate lending services; Real estate financing services

providing business information regarding charitable or humanitarian organizations

Providing marketing and promotion of special events, namely, annual community festivals celebrating local history and culture, and organizing exhibitions and events for commercial and promotional purposes

Insurance brokerage; Insurance agencies

Credit union services

Banking services; savings and checking account services; online banking services; electronic payment services, namely, electronic processing and transmission of bill payment data; financial analysis services featuring debt and credit analysis

Credit union services

Credit union services

Reimbursement payment processing in the field of tariff overpayment claims

Credit union services

Software as a service (SAAS) services featuring software for documenting building milestones through photo-backed evidence and standardized data scripts

Jewelry repair

Financial advisory services; Financial advisory and consultancy services, namely, arranging for debt and equity financing, due diligence, closing and post-closing services, property management, commercial property sales, structured finance, transaction organization and marketability, and commercial loan servicing for lenders

Loan processing services; loan processing services, namely, payment processing and collection, document management, loan onboarding, tax monitoring, escrow administration and review, UCC filing and tracking, reporting and remittance services, compliance monitoring and reporting, loan assumptions and modifications, and covenant and trigger testing; asset management services; asset management services, namely, reserve distribution and management of assets and funds, property inspections, financ...

Financial advisory services; Financial advisory and consultancy services, namely, arranging for debt and equity financing, due diligence, closing and post-closing services, property management, commercial property sales, structured finance, transaction organization and marketability, and commercial loan servicing for lenders

Downloadable software for browsing and searching for real estate and real estate ownership interest opportunities; Downloadable software for initiating, facilitating, administering, managing, and finalizing real estate investment transactions; Downloadable software for educating, informing, and providing guidance to users regarding real estate investment transactions; Downloadable virtual assistant software using artificial intelligence (AI) for initiating, facilitating, and managing real est...

Software as a service (SAAS) services featuring software for documenting building milestones through photo-backed evidence and standardized data scripts

Accounts receivable billing services; accounts receivable management services; customer relationship management excluding customer relationship management services for educational institutions other than in connection with student and other educational debt collection; outsource service provider in the field of customer relationship management excluding customer relationship management services for educational institutions other than in connection with student debt and other educational debt ...

Assistance, advisory services and consultancy services with regard to clinical research and product development for the healthcare, biopharmaceutical and biotechnology companies

Tax and taxation planning, advice, information and consultancy services; Tax consulting services; Tax consultation; Tax advisory services; Tax planning

Financial planning; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial wealth management services; Financial planning for retirement

Health assessment services, namely, providing health questionnaires to patients to assess the need for virtual primary care; Medical consultation and counseling services; Healthcare services, namely, medical consultation, diagnosis, and preparation of prescriptions for routine medical ailments provided by healthcare professionals

business operation of temporary workforce housing facilities for others

Investment management; Hedge fund investment services; Commodity trading for others; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products

a subscription model offering financial planning at a basic or advanced level for individuals, families, and/or businesses to guide them through the complexities of wealth strategy, tax and estate planning, advanced tax strategies, and retirement planning for businesses, as well as planning for education, legacy, and charitable giving.

Financial services, namely, money lending

Fundraising for charitable purposes

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 rendered using artificial intelligence (AI); Financial advisory services rendered using artificial intelligence (AI); Financial research and information services rendered using artificial intelligence (AI); Financial management relating to investments rendered using artificial intelligence (AI); Financial ...