The Aspen Equity Group, Inc.

Description: User-specific assessments to aid in financial research, portfolio emulation and analysis, consultation, education, planning, and management; financial collaboration, namely, financial planning services provided in consultation with a financial professional to create strategic personal and professional investment strategies; investment management; financial portfolio construction and management.

Description: Software as a service (SAAS) services featuring software for providing access to online research and for displaying portfolio emulation with software tools for analysis, consultation, education, planning, mentoring, platform-wide user-created note-taking, and social networking tools for the integration of finance, business, investments, and holistic strategic development information, all for the purpose of personal, institutional, and generational life planning, all of the foregoing in the field of finance

Description: Software as a service services featuring software for providing secure document storage and sharing for research, reporting, planning, consultation, education, and mentoring, for the integration of finance, business, investments, and holistic strategic development for personal, institutional, and generational life planning, all of the foregoing in the field of finance.

Description: Software as a service services featuring software for providing user-specific evaluation of goals and priorities for planning, the integration of finance, business, investments, and holistic strategic development for personal, institutional, and generational life planning, all of the foregoing in the field of finance.

Description: Software as a service services featuring software used to create a platform to take notes for use in the field of business and personal financial planning and investments

Description: Financial research, analysis, consultation, planning, and management; financial collaboration, namely, financial planning services provided in consultation with an investment advisor to create strategic personal and professional investment strategies; investment management; financial portfolio construction and management

Description: Class 36: Financial research, analysis, consultation, planning, and management; financial collaboration, namely, financial planning services provided in consultation with an investment advisor to create strategic personal and professional investment strategies; investment management; financial portfolio construction and management
Class 42: Software as a service services featuring software for providing online research, analysis, consultation, education, planning, mentoring, platform-wide user-created note-taking, and social networking tools for the integration of finance, business, investments, and a holistic approach to life, all of the foregoing in the field of finance

Description: Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface; Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: Application Service Provider (ASP) featuring software for use in communication, distribution, and collaboration between the advisor/consultant and client/customer in the field of the financial services industry; Application service provider (ASP), namely, hosting computer software applications of others in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring

Description: Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface | Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and the client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface | Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface | Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: Application Service Provider (ASP) featuring software for use in communication, distribution and collaboration between the advisor/consultant and client/customer in the field of the financial services industry; Application service provider (ASP), namely, hosting computer software applications of others in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring

Description: Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface | Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: [ Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface ] | Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: [ Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring; computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring; computer software for use in customer relationship management (CRM) in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring; computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry and in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring; computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring ] | Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: [ Computer hardware and ] computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface | [ Financial analysis and consultation; Financial consultation; ] Financial information provided by electronic means [ ; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research ]

Description: Class 9: Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution of information and collaboration between advisor/consultant and client/consumer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface
Class 36: Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications * in the fields of financial services and life planning, business planning, education collaboration, social networking, mentoring; * Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information * in the fields of financial services and life planning, business planning, education, collaboration, social networking, mentoring; * Computer software for use in customer relationship management (CRM) * in the fields of financial services and life planning, business planning, education, collaboration, social networking, mentoring; * Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry * and in the fields of financial services and life planning, business planning, education, collaboration, social networking, mentoring; * Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface * in the fields of financial services and life planning, business planning, education, collaboration, social networking, mentoring * | Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research

Description: Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface

Description: [ Computer hardware and ] computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface | [ Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research ]