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Owners

Goods & Services

Investment advisory and management services, namely, providing investment information, and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients and others who provide investment-related financial services to clients

Computer application software for use by registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services for conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, marketing, sales support, financial planning, and investment portfolio construction and providing the user with updated financial information