PATH2COLLEGE 529 PLAN

Tax and taxation planning, advice, information and consultancy

Financial services, namely, providing brokerage, distribution, and investment management services for college savings plans; administration of college tuition investment savings programs; mutual fund investment services; investment brokerage and management services, financial asset management services, and investment consultation services for individuals; providing news and information to individuals about investing, investments, financial strategies and planning, financial asset management, and educational savings