Educational services, namely, providing continuing professional education courses in the field of financial services

Regulatory compliance consulting in the field of investment advisory providers

Cybersecurity services in the nature of restricting unauthorized access to computer systems; Computer programming consultancy in the field of cybersecurity for registered investment advisers; Technology consultation in the field of cybersecurity

Insurance underwriting and administration in the fields of professional liability, director and officer liability, investment fund liability, employment practice liability, and fiduciary liability in the fields of investment advisers, investment funds, investment assets, investment consulting and financial planning, and asset management; insurance risk management services

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use in machine learning within the field of regulatory compliance in US securities laws; Consulting services in the field of software as a service (SAAS)

financial investment information service, namely providing mutual fund investment information via telephone, computer and facsimile

INVESTMENT SERVICES IN THE NATURE OF FINANCIAL INVESTMENT MANAGEMENT

investment services, namely investment management

Investment services in the nature of financial investment management

computer system software program that generates and documents program source codes

Internet-based statementing system that is updated daily with client investment holdings and transactions, AIMR-compliant performance and asset allocation

Business technology software consultation services; Consultancy and information services relating to information technology architecture and infrastructure; Planning, design and management of information technology systems; Design of information technology infrastructure for others

Business technology software consultation services; Information technology consulting services; Planning, design and management of information technology systems; Outsource service provider in the field of information technology consulting

Providing training in the fields of standards of International Organization for Standardization, OHSAS, IATF, AS and ITIL

Cybersecurity services in the nature of restricting unauthorized access to computer systems; Computer programming consultancy in the field of cybersecurity for registered investment advisers; Technology consultation in the field of cybersecurity

Providing a website featuring technology that enables users to share and collaborate on information related to the approval of mutual fund advisory agreements

Intelligent natural language understanding services using cloud-based software technology

insurance underwriting services in the field of professional liability

Providing detailed information regarding available insurance products in the fields of life insurance, health insurance, and annuities

Financial services; namely, services that enable investment advisers and shareholders to obtain shareholder account and transaction information, design and review investment scenarios, browse financial articles and briefs,send and receive secure electronic mail, and execute transactions through a global computer network

Software as a service (SAAS) services featuring software for facilitating communication and promoting relationships between consumers and consumer product and service providers, and for providing consumer access to consumer product and service provider resources and advice

promoting the business interests of consumers, home service providers, and small businesses by means of public advocacy; providing consumer product recommendations, user ratings and reviews posted by consumers about local service providers in the field (s) of home renovation, home improvement, home maintenance and home repair for commercial purposes, via a website; providing a website for connecting sellers with buyers

Providing a web site featuring temporary use of non-downloadable software for financial planners; Providing a web site featuring temporary use of non-downloadable software for managing financial services provided financial planners; Providing a web site featuring temporary use of non-downloadable software for wealth management; Providing a web site featuring temporary use of non-downloadable software for providing financial services; Software as a service (SAAS) services featuring software fo...

Computer software and accompanying instruction manuals packaged as a unit for use in analytical, collection, tracking and informational monitoring applications used in the field of finance and business

Administration of employee pension plans, third party administrator

Administration of employee pension plans, third party administrator

Promotion of financial and insurance services, on behalf of third parties

Securities, options, and futures brokerage services for independent representatives

Financial services, namely, providing investment account information online

Business management; Business management and advice; Business management and consultation; Business management consultation in the field of sports and entertainment; Business management consulting and advisory services for the sports and entertainment industry; Business management of performing artists; Business management planning; Business management services, namely, administration of business engaged in sports and entertainment; Business consulting, business management and providing infor...

Career counseling, namely, providing advice concerning education options to pursue career opportunities; training for academic advisors in the field of counseling students concerning education options to pursue career opportunities

Career counseling, namely, providing advice concerning education options to pursue career opportunities; training for academic advisors in the field of counseling students concerning education options to pursue career opportunities

Remote training and on-site training in the field of network and computer systems, including support in the field of network and computer systems, wireless access services, wide-area data network services, local-area network services, setting up home offices, virtual private network services

Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial information via a web site; Providing a web site featuring personal financial information and f...

Consulting services in business organization and management

Computer e-commerce software to allow users to perform electronic business transactions via a global computer network, namely computer programs that link buyers and sellers to process and manage transactions through e-commerce trading exchanges including modular software programs to support full product lifestyle activities, namely design collaboration, sourcing, buying, selling, and aftermarket support for both indirect and direct materials, and instruction manuals sold as a unit therewith

Computer e-commerce software to allow users to perform electronic business transactions via a global computer network, namely computer programs that link buyers and sellers to process and manage transactions through e-commerce trading exchanges including modular software programs to support full product lifestyle activities, namely design collaboration, sourcing, buying, selling, and aftermarket support for both indirect and direct materials, and instruction manuals sold as a unit therewith

Conducting of educational courses and training namely such services provided in relation to engineering, occupational health and safety

advertising, marketing, and promotional services; placement, dissemination, and targeting of advertising for others via the Internet, computer networks, and digital networks

providing information in the field of online data privacy

Banner advertising; distribution of advertising materials; provision of an online marketplace for buyers and sellers of goods and services; advertising by transmission of on-line publicity for third parties through electronic communications networks; online advertising via a computer communications network

Downloadable computer software for use in website development and embedding online advertising on websites; Downloadable computer software for use as an application programming interface (API)

Computer Project Management Services

Business consultation services in the field of project management

Brokerage in the field of virtual currencies; Cryptocurrency trading services; Currency exchange services; Currency transfer services; Financial brokerage services for cryptocurrency trading; Financial exchange of virtual currency; Financial services, namely, investment fund transfer and transaction services; Funds investment; Investment advisory services; Investment brokerage; Investment consultancy; Investment management; Investment of funds for others; Providing financial information in th...

Brokerage in the field of virtual currencies; Cryptocurrency trading services; Currency exchange services; Currency transfer services; Financial brokerage services for cryptocurrency trading; Financial exchange of virtual currency; Financial services, namely, investment fund transfer and transaction services; Funds investment; Investment advisory services; Investment brokerage; Investment consultancy; Investment management; Investment of funds for others; Providing financial information in th...

Business advisory services, consultancy and information; Business consultation services

Advertising agency services; Advertising analysis; Advertising and advertisement services; Advertising and business management consultancy; Advertising and promotional services; Advertising and publicity services; Advertising by mail order; Advertising consultation; Advertising copywriting; Advertising flyer distribution for others; Advertising for motion picture films; Advertising in periodicals, brochures and newspapers; Advertising in the popular and professional press; Advertising of the ...

Insurance brokerage services; insurance administration; insurance brokerage consulting; professional liability insurance services in the nature of professional liability insurance brokerage

Software as a service (SAAS) services featuring non-downloadable software for use by education administrators, faculty, students, prospective students, alumni, donors, vendors, administrators of other learning institutions and nonprofit institutions featuring generative AI, conversational AI for machine learning, customer relationship management (CRM), student relationship management (SRM), record management, individual and mass communication via internal product messaging, web and mobile cha...