A

Owners

Goods & Services

Providing temporary use of a non-downloadable web application for managing self-directed individual retirement accounts via viewing and sharing investment information and electronic documents; Providing a website featuring on-line non-downloadable software for administration of financial transactions involving individual retirement accounts; Providing a website featuring on-line non-downloadable software for directing the receipt and transfer of funds, securities and property held in self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software, electronic forms and instructions for opening self-directed individual retirement accounts and investing in private company securities, real estate and digital assets using funds from self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software that enables users to make crowdfunding investments in self-directed individual retirement accounts; Providing a website featuring on-line non-downloadable software that enables users to manage financial transactions involving individual retirement accounts; Providing a website featuring on-line non-downloadable software for reporting financial transactions involving individual retirement accounts; Providing an Internet web portal for custodians of individual retirement accounts and funding portals featuring technology that allows users to send and receive financial records

Self-directed individual retirement account services; Financial services, namely, financial administration of individual retirement accounts; Financial services, namely, providing an Internet web portal for individuals to direct and manage investments in private company securities, real estate, and digital assets; Financial services, namely, financial administration of crowdfunding investments and transactions through funding portals involving individual retirement accounts; Financial services, namely, providing financial reporting services relating to individual retirement accounts; Financial information provided by electronic means in the field of self-directed individual retirement accounts