SCH WAB

Business networking; Business management consulting and advisory services for the investment advisory industry industry; Promoting public awareness of registered investment advisor (RIA) platforms; Providing business information in the field of investment advisory services; Referrals in the field of investment advisory services

Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Downloadable mobile applications for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments

Financial investment brokerage services; Investment management; Investment fund management services; Investment management of and distribution of annuities; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information regarding financial investment strategies for investment advisors; Providing financial information and financial advice via a website

Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format

Providing online non-downloadable computer software platforms for use in connection with managing, accounting of and preparing reports for client investment accounts; Providing online non-downloadable computer software platforms for tracking performance of client investments