BRIGHTPLAN

Owners

Goods & Services

providing a website featuring information, namely, digital content in the nature of video, in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; provision of financial information in the fields of estates and trusts and life insurance; providing a website featuring information, namely, digital content in the nature of documents, articles and informational resource tools in the fields of estates and trusts and life insurance

providing temporary use of non-downloadable cloud-based software for retaining and working with financial advisors; providing temporary use of non-downloadable cloud-based software for use by Registered Investment Advisors and financial planners for working with clients and investors

Educational services, namely, providing webcasts, online workshops, live workshops, and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles; educational services, namely, classes and seminars in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles

Computer application software for mobile devices, namely, software for enabling users to conduct investment research, perform investment computations, create financial plans, execute securities trades, manage asset allocations in the field of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles; computer application software for mobile devices, namely, software for collaborating with others users for purposes of providing financial advice and executing financial transactions; computer application software for mobile devices, namely, software for enabling users to sign and execute documents; downloadable audio, video and multimedia recordings, namely, webcasts and slideshows in the fields of financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in financial vehicles