1st Global Inc v. 1st Global Capital LLC, txndc:3:2018cv01768

Financial services and consultation for accounting and legal professionals and their respective clients, namely, securities brokerage and dealer services, investment brokerage services, securities and financial consultation and management, insurance brokerage and administration, estate planning, risk management, and financial analysis and consultation in the field of retirement planning and wealth care management;

printed instructional, educational and teaching materials for accounting and legal professionals on the subjects of creating new business development and management systems and building and integrating a financial planning practice into their respective existing professional practices in the nature of integrated programs and tools focusing on improved marketing, sales, operations and administration technique;

Personal financial planning and implementation of personal financial transactions and corporate financial transactions, namely, investments in mutual funds, stock, bonds, limited partnerships, annuities, and insurance;

Financial planning and investment advisory services;

Conducting business research and surveys, analyzing business data, and providing business reports for businesses that provide financial services and consultation for accounting and legal professionals and their respective clients, namely, securities brokerages and dealers, investment brokerages, securities and financial consultants and management firms, insurance brokerage and administration firms, estate planning firms, risk management firms, and financial analysis and consultation firms in the field of retirement planning and wealth care management;