APEX FINTECH SOLUTIONS LLC

Description: Financial exchange; financial information services; financial information processing; financial information provided by electronic means in the field of alternative assets; financial services, namely, electronic financial trading services, clearing and reconciling financial transactions via internet and electronic communications networks; cryptocurrency trading services; cryptocurrency exchange services; financial consultation in the field of digital assets, namely, cryptocurrency, virtual currency, digital tokens, digital currency, decentralized application tokens and blockchain based assets; cryptocurrency payment processing; financial brokerage services for cryptocurrency trading; electronic transfer of digital assets in the nature of virtual currencies; providing loans for the purpose of financial trading; facilitation of peer to peer payment services; providing financial information in the fields of cryptocurrency, digital currency and virtual currency; trade execution services, namely, securities trade execution services for virtual currency trade execution services

Description: Providing temporary use of online non-downloadable software for manual and automated portfolio rebalancing, customer account opening, sub-advising being financial portfolio management, financial clearing, direct indexing of financial assets, data aggregation, customer relationship management, customer account management, appointment scheduling tools, transferring custody of digital assets, account interfacing, investment model selection, investment model evaluation, trading of securities, fee billing management, client prospecting in the nature of identifying and engaging potential customers, cash and funding management, trading execution management of securities, lending and borrowing of securities, financial asset and investment development tools, investment marketplace services in the nature of securities trading, securities trading engagement models, account money transfers, and real-time ledger services; Providing temporary use of online non-downloadable software for use as a business intelligence platform and financial trading order management system

Description: Class 042 for Providing registered investment advisors with non-downloadable software for manual and automated portfolio rebalancing, account opening, sub-advising, direct indexing, data aggregation, customer relationship management, scheduling tools, financial clearing, taking custody of assets, account interfacing, investment model selection, investment model evaluation, trading, fee billing management, client prospecting.

Description: Providing access to computer software online and to a computer database relating to, or connected with, the trading of financial instruments, securities, shares, options and other derivative products and all post-trade processes; Financial services, namely, trading of United States listed equity securities; services in the field of clearing financial transactions, namely, the rapid integration of computer-implemented trading technology with existing computer infrastructures; Software as a service (SAAS) services featuring software for, relating to, or connected with, the trading of financial instruments, securities, shares, options and other derivative products and all related post-trade processes; Software as a service (SAAS) services featuring software for, relating to, or connected with, post-trade processes relating to the trading of financial instruments, securities, shares, options and other derivative products; Providing computer programs for trading of financial instruments, namely, providing on-line non-downloadable software for the trading of financial instruments, commodity features, commodity derivatives and commodity index derivatives; Platform as a service (PAAS) featuring computer software platforms for placing and executing orders to purchase or sell securities, options, futures, foreign exchange and other financial instruments

Description: Providing access to computer software online and to a computer database relating to, or connected with, the trading of financial instruments, securities, shares, options and other derivative products and all post-trade processes; Financial services, namely, trading of United States listed equity securities; services in the field of clearing financial transactions, namely, the rapid integration of computer-implemented trading technology with existing computer infrastructures; Software as a service (SAAS) services featuring software for, relating to, or connected with, the trading of financial instruments, securities, shares, options and other derivative products and all related post-trade processes; Software as a service (SAAS) services featuring software for, relating to, or connected with, post-trade processes relating to the trading of financial instruments, securities, shares, options and other derivative products; Providing computer programs for trading of financial instruments, namely, providing on-line non-downloadable software for the trading of financial instruments, commodity features, commodity derivatives and commodity index derivatives; Platform as a service (PAAS) featuring computer software platforms for placing and executing orders to purchase or sell securities, options, futures, foreign exchange and other financial instruments

Description: Financial clearing house services featuring the validating, opening, and funding of client accounts both in bulk and individually during and after an advisor transition to a new custodian

Description: "TAX MANAGEMENT"

Description: Investment services, namely, providing online non-downloadable software that integrates the front office, middle office, and back office operations for retail and professional investors

Description: Financial clearing house services featuring clearing financial transactions in securities, including fractional and whole shares; providing trade settlement, custody, cashiering, account opening and related services to broker dealers, registered investment advisors, hedge funds, and proprietary trading firms; clearing financial transactions that utilize crypto currency; securities trading and investing services for others; securities brokerage; online securities brokerage services; wealth management services; management of direct indexing securities portfolios

Description: Financial clearing house services featuring clearing financial transactions in securities, including fractional and whole shares; providing trade settlement, custody, cashiering, account opening and related services to hedge funds and proprietary trading firms

Description: Financial clearing house services featuring clearing financial transactions in securities, including fractional and whole shares; providing trade settlement, custody, cashiering, account opening and related services to broker dealers, registered investment advisors, hedge funds, and proprietary trading firms; clearing financial transactions that utilize crypto currency; securities trading and investing services for others; securities brokerage; online securities brokerage services; wealth management services; management of direct indexing securities portfolios

Description: Financial clearing house services featuring clearing financial transactions in securities, including fractional and whole shares; providing trade settlement, custody, cashiering, account opening and related services to broker dealers, registered investment advisors, hedge funds, and proprietary trading firms; clearing financial transactions that utilize crypto currency; securities trading and investing services for others; securities brokerage; online securities brokerage services; wealth management services;management of direct indexing securities portfolios

Description: Financial clearing house services featuring clearing financial transactions, providing trade settlement, custody, cashiering, account opening, and related services to broker-dealers and registered investment advisors; "CLEARING"

Description: Financial clearing house services featuring clearing financial transactions, providing trade settlement, custody, cashiering, account opening, and related services to broker-dealers and registered investment advisors