Trade-PMR, Inc.

ADVISOR EVOLUTION

Educational services, namely, conducting programs in the field of business development;

EARNWISE

EARN WISE;Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Internet;Integrated web-based suite of technology services for financial advisors comprised of non-downloadable software for financial advisors to manage client accounts, non-downloadable software for automated trading, and an online portal featuring non-downloadable software for clients to manage their financial accounts and access customer support regarding those accounts; platform as a service (PAAS) featuring computer software platforms for use in accessing and executing financial account transactions, managing investment and retirement accounts, investment data analytics, investment risk analysis, electronic document delivery, tax lot accounting, investment brokerage and engaging in online trading; Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients;

FUSION

Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients;

TRADEPMR

Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients;Financial management; Financial investment brokerage services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial consultation services, namely, providing financial analysis services to others; Advice related to investments; Investment advisory services; Registered Investment Advisor (RIA) services, namely, providing financial support services in the nature of investment account performance reports and data analysis, and financial investment portfolio rebalancing, and providing an online internet website portal for obtaining financial information, managing accounts, and conducting transactions related to investing, for use by registered investment advisors (RIAs); providing a website featuring financial information, analysis and guidance in the field of the registered investment advisor industry; Banking services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing and tax management needs; Financial portfolio analysis services; Financial portfolio management; Providing an Internet website portal for financial account management and financial transactions;Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Internet;Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Platform as a service (PAAS) featuring computer software platforms for use in calculating financial advisor fees, managing retirement accounts, investment data analytics, tax lot accounting and engaging in online trading;

TRADEPMR

The mark consists of the word TRADEPMR with the letters T and PMR in capital letters, and a right-leaning, upward-pointing geometric design resembling an arrow above the word TRADEPMR.;Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients;TRADE PMR;Color is not claimed as a feature of the mark.;

TRADEPMR

The mark consists of the word TRADEPMR with the letters T and PMR in capital letters, and a right-leaning, upward-pointing geometric design resembling an arrow above the word TRADEPMR.;TRADE PMR;Financial management; Financial investment brokerage services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial consultation services, namely, providing financial analysis services to others; Advice related to investments; Investment advisory services; Registered Investment Advisor (RIA) services, namely, providing financial support services in the nature of investment account performance reports and data analysis, and financial investment portfolio rebalancing, and providing an online internet website portal for obtaining financial information, managing accounts, and conducting transactions related to investing, for use by registered investment advisors (RIAs); providing a website featuring financial information, analysis and guidance in the field of the registered investment advisor industry; Banking services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing and tax management needs; Financial portfolio analysis services; Financial portfolio management; Providing an Internet website portal for financial account management and financial transactions;Color is not claimed as a feature of the mark.;Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Internet;Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Platform as a service (PAAS) featuring computer software platforms for use in calculating financial advisor fees, managing retirement accounts, investment data analytics, tax lot accounting and engaging in online trading;