86111369
Nov 6, 2013
Dec 30, 2014
Investment advisory services, namely, investment management and advisory services in the field of college savings; Development and administration of college savings plans; Financial services, namely, arranging and providing college savings plans, educational savings plans, savings programs for students, tax-deferred educational savings plans, educational savings plan accounts, educational savings plan consultation, educational savings plan account enrollment services, account management services, account deposit services, account reporting services, and payroll deduction services in the nature of tax qualified educational savings plan contribution payroll debiting services as part of a 529 college savings plan
Insurance and Financial