Downloadable documents in the field of business formation, organization, and incorporation provided via a website; Magnetically encoded debit cards; Magnetically encoded stored value cards

Financial administration of retirement plans; Financial administration of retirement plans for individual investors, asset sponsors, private-fund managers, registered investment advisors, and broker-dealers; Financial administration of self-directed investment retirement accounts for illiquid alternative investments and cryptocurrency; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, wealth management services for individual investors; Financial advisory and consultancy services, namely, serving as a qualified intermediary for tax-deferred exchanges for real estate; Financial advisory and consultancy services, namely, providing intermediary services for 1031 exchanges; Individual retirement account services; Financial consultation; Financial consultation in the field of cryptocurrency; Financial consultation in the field of Internal Revenue Code section 1031 and tax-deferred property-exchange transactions; Financial consultation in the field of in the field of Internal Revenue Code section 1031 and tax-deferred property-exchange transactions for individual investors, title companies, and real-estate brokers; Financial consultation in the field of cryptocurrencies, Delaware statutory trusts, and precious metals; Financial management in the field of Internal Revenue Code section 1831 and tax-deferred property-exchange transactions for individual investors, title companies, and real-estate brokers; Financial management in the field of Internal Revenue Code section 1831 and tax-deferred property-exchange transactions; Providing financial consultation services to alternative-asset-distribution platform administrators and to financial intermediaries

Providing a website featuring on-line non-downloadable software that enables users to research and locate investment opportunities; Providing an interactive website featuring technology that allows users to access templates for documents in the field of business formation, organization, and incorporation; Application service provider featuring application programming interface (API) software for the management of individual retirement accounts; Maintenance of computer software used for the distribution of alternative assets