Class 009: Downloadable software in the nature of a mobile application for investment services, namely, securities brokerage and electronic trading of securities; Class 036: Investment services, namely, securities brokerage and electronic trading of securities being securities brokerage services.
Class 009: Downloadable software in the nature of a mobile application for investment services, namely, securities brokerage and electronic trading of securities.; Class 036: Investment services, namely, securities brokerage and electronic trading of securities being securities brokerage services.
Class 009: Downloadable software in the nature of a mobile application for investment services, namely, securities brokerage and electronic trading of securities.; Class 036: Investment services, namely, securities brokerage and electronic trading of securities being securities brokerage services.
Class 036: Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Class 041: Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships.; Class 045: Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services.
Class 036: Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Class 041: Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships.; Class 045: Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services.
Class 042: Software as a service (SAAS) featuring software for identifying publicly available adverse media articles relevant to named entities in business and financial risk management, namely regulatory compliance, financial crimes compliance, business intelligence, market and collateral risk management, identity management, personnel screening and background investigations, fraud prevention and detection, regulatory compliance analytics, customer due diligence, third- and fourth-party risk management, corporate protective intelligence, hospitality, and travel safety.
Class 036: Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Class 041: Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships.; Class 045: Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services.
Class 036: Financial consulting and financial analysis services in the field of defined-contribution retirement plans, namely 401(a), 401(k), 403(b), and 457(b) plans; providing financial information via an online portal regarding cost modeling, benchmarking, peer comparisons, and scenario analysis for retirement plan design; financial advisory services, namely assisting plan sponsors with evaluating and selecting retirement plan design options based on budget, compliance, *participant engagement, retirement readiness, and the anticipated impact on employee recruitment and retention.; Class 042: Software as a service (SaaS) services featuring non-downloadable software for designing, modeling, simulating, analyzing, scoring, and benchmarking defined-contribution retirement plans, namely 401(a), 401(k), 403(b), and 457(b) plans; providing temporary use of online non-downloadable software for configuring plan design parameters, namely employer match formulas, automatic enrollment and escalation settings, and vesting schedules, and for generating comparative analytics, decision-support reports, and forecasts regarding plan cost, participant engagement, retirement readiness, and the effects of plan design choices on employee recruitment and retention for plan sponsors.
Class 042: Software as a service (SAAS) services featuring artificial intelligence (AI) software for generating institutional investing research and workflows.
Class 036: providing information in thefield of wealth management; financial advisory services, namely, wealthpreservation and intergenerational wealth transfer planning services.; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Class 041: Production and distribution of videos in the field of family management andrelationships; publication of on-line newsletters inthe field of family management and relationships; online publication of blogs in thefield of family management and relationships; entertainment services, namely, production anddistribution of podcasts in the field of family management and relationships.; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Class 045: Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services.
Class 036: Providing information in the field of wealth management; financial advisoryservices, namely, wealth preservation and intergenerational wealth transferplanning services.; Providing information online in the field of wealth managementrelating to intrafamily relationships and intergenerational wealth.; Class 041: Production and distribution of videos in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; online publication of blogs in the field of family management and relationships; entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships.; Class 045: Providing a website featuring information in the fields of personal relationshipsand personal relationship communication practices and services.
Class 036: Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; providing information in the field of wealth management; financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Class 041: Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; online publication of blogs in the field of family management and relationships; education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; entertainment services, namely, production and distribution of podcasts in the field of family management and relationships.; Class 045: Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services
Class 036: Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; providing information in the field of wealth management; financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Class 041: Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; online publication of blogs in the field of family management and relationships; education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; entertainment services, namely, production and distribution of podcasts in the field of family management and relationships.; Class 045: Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services.
Software as a service (saas) featuring web-based computer software platforms for investors to manage financial data, crypto-asset data, financial data analytics, financial alternative data, and financial research data.
Downloadable software in the nature of a spatial application for investment services, namely, securities brokerage and electronic trading of securities.; Investment services, namely, securities brokerage and electronic trading of securities.; "SPATIAL"
Providing information in the field of financial education to financial service providers by means of an Internet web site; Education and entertainment services, namely, a web-based non-downloadable continuing video series featuring financial education and insights specific to the Latino Community; arranging and conducting online workshops in the field of investments and financial planning; providing online newsletters in the field of investments, finance and related subjects; Educational services, namely, conducting classes, workshops, seminars and conferences in the field of investments and in the field of marketing financial services; and distributing course materials in connection therewith.; Downloadable computer software applications for managing investment portfolios; downloadable computer software applications used by financial service providers for contact management; downloadable computer software applications for initiating, processing and tracking financial transactions; computer software for portfolio modeling; downloadable computer software applications for maintaining, managing and reporting financial information; downloadable computer software applications for use by financial service providers to obtain investment transaction and account information; downloadable computer software applications for use in obtaining access to, and enhancing the user's experience of, an Internet web site which provides news, information and online financial services.; Printed booklets Booklets and brochures in the field of investments and financial services.; Providing financial investment information services to individuals providing personalized investment information by electronic mail; Providing financial information services, namely, to agency services in the field of securities; financial administration of retirement plans administration services; providing financial information in the field of retirement planning; real estate investment services; mutual fund financial information provided by electronic means; Providing financial advisory services, namely, money management; Financial administration of employee benefit plans concerning insurance and finance, defined employee benefit plans concerning insurance and finance, defined contribution plans in the nature of retirement plans and employee pension plans; Mutual fund investment services; providing retirement plan sponsors with financial news and information, information about retirement planning, investment account information, and information about mutual fund performance; financial administration and investment management services rendered to non-profit organizations; electronic bill payment services; financial administration of credit card accounts; financial analysis; donor advised investment of funds for charitable purposes; Financial risk management services; charitable fundraising services; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the Internet; real estate management services; providing financial information by electronic means; Financial consulting services rendered to employers with respect to the design and administration of employee benefit plans concerning insurance and finance; financial market information services, namely, compiling, analyzing and providing information regarding securities; investment management in the field of private placement of securities; providing research in the field of investments and finance; Providing financial information services relating to the transition from work to retirement or from one job to another; automated mutual fund brokerage clearinghouse services and mutual fund custody services; investment management services; providing financial information about employee stock option plans to participants and potential participants in such plans; financial and actuarial consulting services; insurance brokerage services; financial services, namely, compiling and analyzing, organizing being financial consulting, managing and reporting in the nature of providing user specific financial information by means of the Internet, in the field of investment accounts, bank accounts, credit card accounts, frequent flyer award accounts and other personal financial data; consulting services in the field of insurance; financial planning; investment advice in the field of retirement; retirement fund investment services; investment management in the field of initial public offerings; providing an online computer database featuring financial information of general interest to investors; securities brokerage services; Providing financial investment information services to individuals relating to personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; Financial administration of stock option plans, employer stock purchase plans and directed share programs for others; life insurance and annuity underwriting services; securities brokerage services provided to holders of stock options; automated securities trade execution services; providing online computer database in the field of securities prices information; electric fund transfer services; loan financing.; Providing referral services in the field of investment advice and financial planning; Providing business information to financial service providers by means of an Internet web site, in the field of business marketing; consulting services in the field of marketing financial services; marketing services rendered to members of the financial services industry, namely, business marketing consulting services, creating and designing promotional materials for use by financial service providers and assisting financial service providers with implementing their own direct mail campaigns, and developing advertising campaigns and public relations campaigns; personnel placement and recruiting services; promoting public awareness of the need for investment planning.
Downloadable computer software using artificial intelligence for review and approval of electronic communications; Downloadable computer software that uses artificial intelligence models to quickly scan, score and analyze electronic communications and generates a risk analysis report based on analyzed data; Downloadable computer software, accessible via application programming interfaces (APIs), for review and approval of electronic communications.; Providing temporary use of non-downloadable computer software using artificial intelligence for review and approval of electronic communications; Providing temporary use of online non-downloadable computer software that uses artificial intelligence models to quickly scan, score and analyze electronic communications and generates a risk analysis report based on analyzed data; Providing temporary use of online non-downloadable computer software, accessible via application programming interfaces (APIs), for review and approval of electronic communications.
Downloadable computer software using artificial intelligence for review and approval of electronic communications; Downloadable computer software that uses artificial intelligence models to quickly scan, score and analyze electronic communications and generates a risk analysis report based on analyzed data; Downloadable computer software, accessible via application programming interfaces (APIs), for review and approval of electronic communications.; "ECOMMUNICATIONS"; Providing temporary use of non-downloadable computer software using artificial intelligence for review and approval of electronic communications; Providing temporary use of online non-downloadable computer software that uses artificial intelligence models to quickly scan, score and analyze electronic communications and generates a risk analysis report based on analyzed data; Providing temporary use of online non-downloadable computer software, accessible via application programming interfaces (APIs), for review and approval of electronic communications.
Software as a service (SAAS) featuring software for use in business and financial risk management, namely regulatory compliance, financial crimes compliance, business intelligence, market and collateral risk management, identity management, personnel screening and background investigations, fraud prevention and detection, regulatory compliance analytics, customer due diligence, third- and fourth-party risk management, corporate protective intelligence, hospitality, and travel safety.
Downloadable computer software using artificial intelligence for review and approval of public communications; Downloadable computer software that uses artificial intelligence models to quickly scan, score and analyze sales brochures, fact sheets, infographics, whitepapers, financial reports, flyers and social media content, and generates a risk analysis report based on analyzed data; Downloadable computer software, accessible via application programming interfaces (APIs), for review and approval of communications and documents.; Providing temporary use of online non-downloadable computer software using artificial intelligence for review and approval of public communications; Providing temporary use of online non-downloadable computer software that uses artificial intelligence models to quickly scan, score and analyze sales brochures, fact sheets, infographics, whitepapers, financial reports, flyers and social media content, and generates a risk analysis report based on analyzed data; Providing temporary use of online non-downloadable computer software, accessible via application programming interfaces (APIs), for review and approval of communications and documents; Software as a service (SAAS) featuring software for use in business and financial risk management, namely regulatory compliance, financial crimes compliance, business intelligence, market and collateral risk management, identity management, personnel screening and background investigations, fraud prevention and detection, regulatory compliance analytics, customer due diligence, third- and fourth-party risk management, corporate protective intelligence, hospitality, and travel safety.
Production and distribution of videos in the field of family management and relationships; Providing on-line non-downloadable articles in the field of in the field of family management and relationships; Providing on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, providing non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, providing podcasts in the field of family management and relationships; providing in-person learning forums in the field of family management and relationships.; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Online information services in the field of intrafamily relationships as they related to intergenerational wealth; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services.
Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services
Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services; "COACH"
Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services; "INTIMACY"
Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services; PROJECT
Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services; PROJECT
Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services; PROJECT
Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services; "PROJECT"
Production and distribution of videos in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; Online publication of blogs in the field of family management and relationships; Education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships; Entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth; Providing information in the field of wealth management; Financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services; Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services
Software as a service (SAAS) featuring software for identifying publicly available adverse media articles relevant to named entities in business and financial risk management, namely regulatory compliance, financial crimes compliance, business intelligence, market and collateral risk management, identity management, personnel screening and background investigations, fraud prevention and detection, regulatory compliance analytics, customer due diligence, third- and fourth-party risk management, corporate protective intelligence, hospitality, and travel safety
Downloadable computer software for online trading of investment securities for viewing, monitoring, and managing investment accounts and for researching and identifying additional investment opportunities; downloadable software in the nature of a mobile application for online trading of investment securities for viewing, monitoring, and managing investment accounts and for researching and identifying additional investment opportunities; Providing temporary use of online non-downloadable computer software for online trading of investment securities for viewing, monitoring, and managing investment accounts and for researching and identifying additional investment opportunities
Entertainment and education services, namely, providing video and audio podcasts in the fields of estate planning, financial planning, cryptocurrency, tax planning, health savings accounts (HSA)/flexible spending accounts (FSA), investment brokerage, retirement income, retirement planning, health care, investing, economics, employment and career topics, home buying, budgeting, and financial topics concerning debt, credit, saving, inheritance, and life events.; Downloadable video and audio podcasts in the fields of estate planning, financial planning, cryptocurrency, tax planning, health savings accounts (HSA)/flexible spending accounts (FSA), investment brokerage, retirement income, retirement planning, health care, investing, economics, employment and career topics, home buying, budgeting, and financial topics concerning debt, credit, saving, inheritance, and life events.; "MONEY"
Business administration services for private companies; "PRIVATE SHARES"; Providing temporary use of on-line non-downloadable software enabling users to process, manage, analyze and store electronic data and documents; Providing temporary use of on-line non-downloadable software enabling users to create, share, customize, negotiate and sign legal documents, contracts and forms; Providing temporary use of on-line non-downloadable software enabling users to electronically create, upload, sign, and/or review legal documents and/or process data in the fields of equity management, financing, compliance, tax, corporate governance, incorporation, human resources and legal matters.
Downloadable software in the nature of a mobile application for processing data in the field of investment services being securities brokerage and electronic trading of securities; Investment services, namely, securities brokerage and electronic trading of securities being securities brokerage services; "INVEST"
Downloadable software in the nature of a mobile application for investment services, namely, securities brokerage and electronic trading of securities; Investment services, namely, securities brokerage and electronic trading of securities
Downloadable software in the nature of a mobile application for processing data in the field of investment services being securities brokerage and electronic trading of securities; Investment services, namely, securities brokerage and electronic trading of securities being securities brokerage services
Mutual fund investment services; securities brokerage services; money management in the nature of financial management services; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; research in the field of investments and finance
Business services, namely, offering peer-to-peer networking, group administration, consulting, research and business consulting in the nature of thought leadership
Business meeting planning; providing facilities for business meetings; planning and organizing business conventions and trade shows | Valet parking; parking garage services; shuttle bus services | Special event planning; consultation in the field of weddings, religious celebrations, family celebrations, parties, galas and other special events | Hotel services; providing convention, exposition and trade show facilities; providing facilities for exhibitions
Financial administration of employee benefit plans concerning corporate and tax-exempt retirement plans and equity capital investment for employers, employees, advisors, and prospects; administration of employee benefit plans concerning corporate and tax-exempt financial wellness solutions for employers, employees, advisors, and prospects; providing educational information relating to the foregoing; "PERSONAL & WORKPLACE"
Financial administration of employee benefit plans concerning corporate and tax-exempt retirement plans and equity capital investment for employers, employees, advisors, and prospects; administration of employee benefit plans concerning corporate and tax-exempt financial wellness solutions for employers, employees, advisors, and prospects; providing educational information relating to the foregoing; "ADVANTAGE"
Financial administration of employee benefit plans concerning corporate and tax-exempt retirement plans and equity capital investment for employers, employees, advisors, and prospects; administration of employee benefit plans concerning corporate and tax-exempt financial wellness solutions for employers, employees, advisors, and prospects; providing educational information relating to the foregoing; "ADVANTAGE"
