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Owners

Goods & Services

Providing financial information, advice and consultancy; Providing stock market information; Providing information, advice, and consultancy in the field of finance, financial investments, financial valuations, stock ownership, wealth building, wealth management and the financial aspects of retirement; charitable fundraising services; Charitable fundraising services that involve collecting and distributing corporate donations of shares of stock for distributing to children, young adults, and families in connection with teaching them about finances, investing, stock ownership, wealth building, and wealth management

Providing recognition and incentives by the way of awards in the form of stocks to promote financial literacy; Providing recognition and incentives by the way of awards in the form of stocks to individuals who demonstrate knowledge in the fields of finance, investing, stock ownership, wealth building and wealth management; Contests and incentive award programs that include awards in the form of stocks to encourage children, young adults, and families to set and achieve goals in finance, investing, stock ownership, wealth building, wealth management, and financial literacy; Educational services, namely, providing incentives by way of awards in the form of stocks to children, young adults, and families to promote financial literacy; Educational services, namely, incentive award programs that include awards in the form of stocks to reward program participants who complete classes, workshops, courses, contests, quizzes and other academic challenges that enable participants to demonstrate knowledge in the fields of finance, investing, stock ownership, wealth building and wealth management; Educational services, namely, creating, organizing, conducting, and providing academic contests, academic quizzes and other academic challenges for participants to demonstrate knowledge in the fields of finance, investing, stock ownership, wealth building and wealth management; Educational services, namely, mentoring in the field of finance, investing, stock ownership, wealth building and wealth management; Educational services, namely, mentoring children, young adults, and families in the field of finance, investing, stock ownership, wealth building and wealth management; Educational services, namely, conducting classes, seminars, workshops, courses, conferences, programs, panels, retreats, camps, and field trips in the field of finance, investing, stock ownership, wealth building and wealth management; Educational services, namely, developing curriculum, manuals, and educational materials for others in the field of finance, investing, stock ownership, wealth building and wealth management

Providing incentive award programs designed to provide awards in the form of stocks for the purpose of promoting financial literacy and rewarding knowledge in the fields of finance, investing, stock ownership, wealth building and wealth management; Administration of an incentive award program that allows participants who complete contests, quizzes and other challenges to redeem stocks