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

Promotional sponsorship of community sporting, cultural, and social events

Underwriting, issuance and administration of annuities

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 services, namely, asset and investment acquisition, consultation, advisory and development; Investment advisory services; Financial analysis and research services; Financial data analysis in the field of artificial intelligence, machine learning, robotics, quantum computing, ...

Financial consulting; Financial consultancy; Financial advice; Financial planning

Underwriting, issuance and administration of annuities

Housing services, namely, rental of student housing

Business assistance, advisory and consulting services in the field of growth strategy, customer acquisition, competitive intelligence, and acquisition strategy

Downloadable software for digital asset custody and stablecoin transaction processing; computer software platforms for banking and financial services technology infrastructure; financial technology software for trust and custody account management

Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others

Issuing credit cards; Providing cash and other rebates for credit card use as part of a customer loyalty program; Credit card payment processing services

Real estate brokerage

Computer programming services, namely, Software development, software as a service (SaaS), artificial intelligence software development, computer programming services, and related technology services.

Banking services; Investment banking services; ATM banking services; Banking services provided by mobile telephone connections; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Online banking services; Mobile banking services; Banking services provided via mobile applications; Telephone banking services; Brokerage in the field of insurance; Brokerage of shares or stocks and other securities; Brokerage services for capital ...

Banking services; Investment banking services; ATM banking services; Banking services provided by mobile telephone connections; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Online banking services; Mobile banking services; Banking services provided via mobile applications; Telephone banking services; Brokerage in the field of insurance; Brokerage of shares or stocks and other securities; Brokerage services for capital ...

Providing financial research services; Financial analysis and research services; Providing financial information via a website; Financial research and information services; Financial portfolio analysis services; Financial consultancy services

Financial advisory and consultancy services; Financial planning and investment advisory services

Providing educational mentoring services and programs in the field of commercial real estate, investing, affordable housing, professional development, financial literacy, and economic empowerment; Charitable services, namely, providing tutoring in the field of financial literacy, affordable housing, commercial real estate, investing, professional development, and economic development

Financial investment analysis and stock research

Downloadable software for digital asset custody and stablecoin transaction processing; computer software platforms for banking and financial services technology infrastructure; financial technology software for trust and custody account management

Business finance procurement services; Project financing; Loan financing; Financing services; Financing of loans; Mortgage financing services; Financing and loan services

Financial investment analysis and stock research

Financial portfolio management services; Hedge fund management services; Financial asset management services; Private equity fund investment services; Infrastructure fund investment services; Transportation fund investment services; Private capital fund investment services; Direct lending fund investment services; Private credit fund investment services; Financial services, namely, alternative asset investments and alternative asset management; Financial services, namely, investment advice, i...

Software as a service (SAAS) services featuring software for appraisal and vehicle valuation, vehicle market analysis, and evaluation and scoring of vehicle relative deal quality, and related services

Real estate appraisal and valuation; Real estate rental services, namely, rental of residential housing; Providing venture capital, development capital, private equity and investment funding; Private placements of hedge funds, private equity funds, securities and derivatives for others; Private equity fund investment services; Private equity consultant services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, in...

Insurance information; Providing information in insurance matters; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Insurance premium rate computing

Insurance agency and brokerage services; Wholesale insurance brokerage services; Insurance services, namely, providing insurance agent sub-appointments and market access to insurance producers and sub-producers; Insurance lead matching services, namely, matching insurance agents with insurance carriers for the placement of commercial insurance policies

Software as a service (SAAS) services featuring software for appraisal and vehicle valuation, vehicle market analysis, and evaluation and scoring of vehicle relative deal quality, and related services

Insurance agency and brokerage services; Wholesale insurance brokerage services; Insurance services, namely, providing insurance agent sub-appointments and market access to insurance producers and sub-producers; Insurance lead matching services, namely, matching insurance agents with insurance carriers for the placement of commercial insurance policies

Real estate service, namely, rental property management; Rental of real estate; Real estate investment services

Financial advisory and consultancy services; Financial portfolio management; Financial services, namely, wealth management services; Financial services, namely, estate settlement services; Financial trust administration; Financial risk management consultation; Financial asset management; Estate planning; Financial planning and investment advisory services; Financial advice; Investment management

asset management services, namely, managing a large portfolio of low-income housing tax credit financed homes; real estate financing services, namely, providing critical interim financing for affordable housing projects; providing equity investments in multifamily rental properties and unsubsidized naturally affordable workforce properties; creating syndicates for low-income Housing Tax Credit (LIHTC) equity projects for the development of affordable residential real estate properties; provid...

Mortgage financing services

Real estate agency services; Real estate brokerage services; Real estate listing services for housing rentals and apartment rentals; Real estate management services; Real estate services, namely, condominium management services

Charitable services, namely, providing health information and supportingcommunity health initiatives; charitable services in the nature of coordinating and supporting healthcare programs for underserved communities.

Real estate financing services, namely, providing critical financing to mission-aligned developers of affordable housing and workforce housing, community facilities and charter schools, which financing includes secured and unsecured loans as well as grants to support the development and rehabilitation of such projects and facilities as well as borrowers' working capital needs; providing equity investments in multi-family rental properties, community facilities and workforce properties; format...

Financial advisory services; Strategic financial advisory services; Providing financial advisory services; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence

Real estate services, namely, leasing of individual salon suites and studios for licensed salon professionals

Real estate services, namely, real estate leasing, rental, brokerage, and management

Real estate services, namely, rental, brokerage, leasing and management

Financial risk assessment services; financial risk management services; payment risk assessment services; payment risk management services; fraud risk assessment relating to financial transactions; fraud risk management relating to financial transactions; assessment of consumer trust in connection with financial transactions; consumer trust scoring services for financial purposes; provision of trust scores for use in connection with payment authorisation, payment processing and financial tran...

Banking services; On-line banking services; Checking account services

Real estate consultation; Real estate listing; Real estate investment services; Real estate investment consultancy; Real estate property management; Real estate agent services; Real estate consultancy rendered in virtual environments; Providing information in the field of real estate; Financial valuation of personal property and real estate; Real estate listing services for housing rentals and apartment rentals; Financial due diligence services in the field of real estate; Real estate agency ...

Merchant services, namely, payment transaction processing services; Payment processing services, namely, credit card and debit card transaction processing services; Mobile payment processing services, namely, credit card and debit card transaction processing services via mobile electronic devices; Processing of contactless credit and debit card payments; Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; Electr...

Insurance agencies; Insurance consultancy; Insurance brokerage

Insurance agencies; Insurance consultancy; Insurance brokerage

Real estate rental services, namely, rental of residential housing; Real estate consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial data analysis

Promoting the goods and services of others by means of a loyalty rewards program; Providing incentive award programs through issuance and processing of loyalty points for purchase of a company's goods and services; Promoting the sale of credit card accounts through the administration of incentive award programs; Promoting the sale of goods and services of others by awarding purchase points for credit card use

Business consulting, management, and planning services in the field of employee retirement plans; Financial record-keeping for employee retirement plans; Business strategic planning services in the field of employee retirement plans; Business administration services in the field of employee retirement plans

Artificial intelligence as a service (AIAAS) featuring software using artificial intelligence for analyzing data and interacting with humans; Software as a service (SAAS) services featuring artificial intelligence (AI) software for generating business analysis reports