AVANTAX WEALTH MANAGEMENT, INC.

1040 ANALYST

Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns;

1040 ANALYST

Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, and financial information; Printed financial services reports to financial services representatives; Printed materials in the nature of brochures, pamphlets and reports identifying investment and planning opportunities by using federal tax returns;Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; financial planning for retirement; financial planning; estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information; providing information and advice in the field of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, financial information, and investment and planning opportunities by using federal tax returns; providing financial services forms to financial services representatives distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services forms for financial services representatives; providing financial services forms to financial services representatives distributed online, namely, providing a website featuring information in the field of financial services in the nature of financial services forms for financial services representatives;

1040 ANALYST

Education services, namely, providing seminars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology;

8 WEALTH MANAGEMENT ISSUES

EIGHT WEALTH MANAGEMENT ISSUES;Financial investment and insurance services, namely, insurance brokerage, professional money management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, and financial investment, security, commodities and stock brokerage services;WEALTH MANAGEMENT;

HD VEST

HD VEST identifies Herbert D. Vest, who is a living individual whose consent is of record.;Financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services;

HD VEST ADVISORY SERVICES

HD VEST identifies Herbert D. Vest, who is a living individual whose consent is of record.;Financial investment services, namely, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services;ADVISORY SERVICES;

HD VEST FINANCIAL SERVICES

The name in the mark is that of a living individual whose consent is of record.;financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services;FINANCIAL SERVICES;

HD VEST INVESTMENT SERVICES

HD VEST identifies Herbert D. Vest, who is a living individual whose consent is of record.;Financial investment services, namely, professional money management services, retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services;INVESTMENT SERVICES;

MANAGING AMERICA'S FUTURE

financial investment and insurance services, namely, insurance brokerage, professional money management services, retirement, financial and estate planning services, financial portfolio management, and financial investment security, commodity and stock brokerage services;MANAGING AMERICAS FUTURE;

REINVENT YOURSELF

Providing on-line newsletters in the field of finance and business to financial services representatives; providing online reports to investor clients in the field of investment account management services and fund management services for high-net portfolios using select mutual funds as investment vehicles for various asset classes; providing financial services forms to financial services representatives distributed online;Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; printed financial services forms to financial services representatives;Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; financial planning for retirement; financial planning; estate planning; financial portfolio management; financial investment brokerage; securities brokerage; commodity brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information, namely, online stock quotes, financial market news, and financial planning applications;providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives;

SEE THINGS IN HD

Computer software and mobile applications for use in conducting financial and investment transactions and managing personal finances and investments; Downloadable software in the nature of a mobile application for accessing and reviewing advice and information in the field of finance and investments; Downloadable software in the nature of a mobile application for conducting financial assessments of individual investors; Downloadable software in the nature of a mobile application for conducting investment portfolio review and analysis; Downloadable software in the nature of a mobile application for tax preparation and filing;Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; Printed financial services forms to financial services representatives;Providing online business information in the field of financial services and taxation; Providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives; Dissemination of advertising for others via the internet; Promoting the goods and services of others through search engine referral traffic and analysis; Providing tax and taxation information, consultation, calculation, preparation, and e-filing services;Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans for financial advisors and consumers; Providing on-line non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns; Providing online non-downloadable software for assisting users in the preparation of common legal documents, namely, wills and estate planning documents; Providing online non-downloadable software for tax calculating, preparing, and filing; Transaction processing software, namely, providing temporary use of on-line non-downloadable software for processing tax payments; Providing on-line non-downloadable software for customers to directly deposit tax refunds into accounts at financial institutions; Providing temporary use of on-line non-downloadable cloud computing software for financial planning or financial advice; Providing temporary use of on-line non-downloadable software in the financial planning field of financial services, namely, software for the design, assessment, management, and reporting of financial plans and software for the management of financial advisor, certified financial planner and certified public accountant marketing and client communications; Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, for use by professional financial advisers, certified financial planners, and certified public accountants; Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments; software as a service (SAAS) services featuring software for use in conducting financial assessments of individual investors; software as a service (SAAS) services featuring software for use in investment portfolio review and analysis; Computer services, namely, creating computer network-based indexes of information, sites, and other resources available on computer networks; searching and retrieving information, sites, and other resources available on computer networks for others; computer services, namely, providing search engines for obtaining data on a global computer network; Help desk support services, both online and via telephone, to assist with the preparation of tax returns and financial services;

SEE THINGS IN HD

Providing on-line newsletters in the field of finance and business to financial services representatives and prospective representatives; providing financial services in the nature of online publications not downloaded in the nature of forms to financial services representatives distributed online; education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; coaching program in the nature of conducting workshops and webinars concerning investment portfolio management for financial and investment advisors and consumers; education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology;Financial investment services, namely, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services; information, advisory, consultancy and research services relating to finance and investments; financial planning; investment management; individual retirement account services; financial administration of retirement plans; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing an interactive website featuring advice and information in the field of finance, investments and taxation; providing financial assessment services to individual investors; investment portfolio review and analysis; financial and investment advisor-client engagement process services incorporating proprietary technology and wealth management tools, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing a website featuring information in the field of financial services; providing an internet website portal in the field of financial transaction services; providing financial reports to investor clients in the field of investment account management services and fund management services; providing financial reports to investor clients in the field of investment account management services and fund management services for high-net portfolios using select mutual funds as investment vehicles for various asset classes;

V4 CLIENT EXPERIENCE

Coaching program in the nature of conducting workshops concerning investment portfolio management for financial and investment advisors; education services, namely, providing seminars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology;VEST FOUR CLIENT EXPERIENCE;Financial and investment advisor-client engagement process services incorporating proprietary technology and wealth management tools, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services;CLIENT;

VESTADVISOR SELECT

Investment account management services; Investment management services; Investment account management services and investment programs, namely, customizable brokerage accounts consisting of mutual funds and individual securities, and printed materials distributed in connection therwith;VEST ADVISOR SELECT;

VESTSUCCESS

Education services, namely, providing seminars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; Educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; Professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology;VEST SUCCESS;

VESTVISION

In the statement, Column 1, line 6, 6-16-2014 should be deleted, and 1-16-2014 should be inserted.;Printed reports featuring financial information and financial planning analysis;VEST VISION;Providing on-line non-downloadable software for creating and maintaining client financial information and reports in the field of financial investment, financial planning, retirement planning, and financial portfolio management;