ADVICEPOINT

Owner

Goods & Services

Financial services, namely, securities broker-dealer services, fee-based financial planning services, financial and investment advisory services for independent financial professionals, financial consultation; investment services, namely, investment management, investment portfolio analysis, advice relating to investments

Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms in the field of financial services, namely, for providing risk management, financial information, financial management, securities trading, investment management services, and retirement planning

Computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; computer software and mobile applications used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning