Advisor OS, LLC

ADVISOR OS

Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Global investment research services; Investment consultation; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others;ADVISOR;

AXIOM SOLUTIONS

Downloadable compiler software; Downloadable decoder software;Providing business support staff services;

TAIKO

Operational and technology outsourcing services, namely, outsource service provider in the field of business analytics, customer database management, order processing, business management, billing, and marketing services.;The English translation of TAIKO in the mark is drum.;