Chalice Wealth Partners LLC

CHALICE ADVISOR EXCHANGE

ADVISOR EXCHANGE;Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts;

CHALICE CARES RX

Conducting and administering a program for members to obtain discounts on the cost of prescriptions;RX;

CHALICE FINANCIAL NETWORK

Providing education in the nature of non-downloadable webinars in the field of finance and business development to independent financial advisors;On-line comprehensive professional networking services provided to independent financial advisors; professional networking services provided to independent financial advisors by arranging and conducting business conferences; providing marketing support to independent financial advisors in the nature of providing marketing information and distribution of marketing materials in connection therewith; providing corporate services to independent financial advisors, namely, providing business advisory information and distribution of business advisory materials in connection therewith; providing corporate services to independent financial advisors, namely, administering a program for enabling participants in the nature of independent financial advisors to obtain discount savings on third-party goods and services; providing corporate services to independent financial advisors, namely, matching private investors with entrepreneurs needing access to third-party growth and acquisition capital;FINANCIAL NETWORK;

CHALICE FINTECH INSTITUTE

Education services, namely, providing classes, seminars and workshops to independent financial advisors in the field of financial technology;FINTECH INSTITUTE;

CHALICE: THE HOLY GRAIL FOR SMALL BUSINESS OWNERS

Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for small businesses that allows the user to manage business operations in the fields of starting, running, growing, protecting and selling their businesses; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey management platform and corporate services platform for small businesses that allows the user to track assets, liabilities, accounts, invoices, expenses and corporate and financial filings and manage employee human resource accounts, employee retirement plans, employee payroll and group health insurance accounts;

CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS

WEALTH ADVISORS;Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts;

SMALL BUSINESS BENEFITS

Providing education services in the nature of providing non-downloadable webinars, non-downloadable blogs, non-downloadable publications in the nature of white papers, and educational information, and distribution of educational materials in connection therewith, all in the fields of marketing, finance, business development, back office support, website design, office supplies, sourcing of goods and services, employee recruitment, employee retention, employee benefits and health insurance for consumers in the nature of small and medium-sized businesses owners;The mark consists of the stylized wording SMALL BUSINESS BENEFITS to the right of a stylized butterfly design with two wings, wherein the part of wings are formed by small shaded and unshaded squares.;Providing on-line referrals of third-party goods and services in the fields of marketing, finance, business development, back office support, website design, office supplies, sourcing of goods and services, employee recruitment, employee retention, employee benefits and health insurance to consumers in the nature of owners of small and medium-sized businesses; providing marketing support to owners of small and medium-sized businesses in the nature of providing marketing information and distribution of marketing materials in connection therewith; providing corporate services to owners of small and medium-sized businesses, namely, providing business advisory information and distribution of business advisory materials in connection therewith; providing corporate services to owners of small and medium-sized businesses, namely, administering a program for enabling participants in the nature of owners of small and medium-sized businesses to obtain discount savings on third-party goods and services;SMALL BUSINESS BENEFITS;

THE STRENGTH OF WE EMPOWERS THE NETWORK OF ME

Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts;