SYMPLANY INDICATOR

(Based on Intent to Use) Financial services, namely, financial planning, financial management, financial advising, and portfolio and asset management

(Based on Intent to Use) Educational services, namely, conducting training and education sessions in the nature of one-on-one training, group sessions, and workshops for financial advisors, financial firms, and clients in the fields of financial planning, financial management, financial advising, and portfolio management

(Based on Use in Commerce) Providing temporary use of a non-downloadable web-based software application for use in investment analysis, investment management and financial planning; application service provider, namely, hosting, managing, developing, and maintaining applications, software, and web sites, in the fields of investment analysis, investment management and financial planning