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Owners

Goods & Services

Publications and printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters and leaflets in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts

Account administration services, namely, administration of non-traditional and alternative investments for self-directed, tax deferred and tax free investment plans, accounts and trusts of others; Third party administration and management of self-directed, tax-deferred and tax-free investment plans, accounts and trusts; Third party administration and management of tax advantaged investment plans, accounts, and trusts, namely, education savings accounts (ESA) and health savings accounts (HSA); Financial services, namely, administration of transactions involving funds drawn from tax-deferred and tax-free investments in retirement plans and accounts using a credit or debit card over a global data network; Financial services, namely, administration of financial transactions involving funds drawn from self-directed, tax-free and tax deferred investment plans, account, and trusts

Education services, namely, conducting classes, seminars, conferences, or workshops in the field of self-directed, tax deferred and tax free investment plans, accounts and trusts; Providing online newsletters and blogs featuring information about self-directed, tax-deferred and tax-free investment plans, accounts, and trusts; Education services, namely, providing live and on-line classes and webinars in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts

Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts

Financial record-keeping for regulatory compliance purposes; Financial record-keeping of self-directed, tax deferred and tax-free investment plans, accounts, and trusts for regulatory compliance purposes; Financial record-keeping and reporting for tax compliance purposes