INDEPENDENT STREET

Offering business management assistance for others in the establishment and operation of financial advisory firms; Business management assistance in the establishment and business operation of financial advisory firms for registered investment advisors and investment businesses, namely, providing business development and operation of financial businesses, investment businesses and business advisory services; Provision of business assistance services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, business consulting, advisory, development, operation, and strategic planning services related to business management and business operations

Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, investment advisory services from a Registered Investment Advisor (RIA) services; Development and operation of financial, investment and financial and investment advisory services for Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services; Provision of financial services to support Registered Investment Advisors and Registered Investment Advisor businesses, namely, financial portfolio management services, financial planning services and investment management services