ADVICEWORKS

Business management services for professionals in the fields of clearing and trading for investment transactions; Business management services for professionals in the field of retirement planning; Data management services for use in electronic data aggregation and storage for professionals in the fields of retirement planning and financial planning; Providing online marketing information for others in the field of retirement planning

Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms, namely, for use in managing, storing, analyzing, aggregating and transmitting financial account information in the fields of retirement planning and financial planning; Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms for collecting, analyzing, organizing, storing and transmitting data and information in the field of retirement planning; Temporary use of on-line non-downloadable computer software, web-based software applications, software platforms for collecting, analyzing, organizing, storing and transmitting account data and information; Temporary use of on-line non-downloadable computer software, web-based software applications, software platform for financial account data aggregation