// THE DEPOSIT WALL — 48 BOXES, 4 GRIDS
Read it like a safe-deposit index.
Every box below names a registered investment-service category in the company's business scope. The box number is permanent, the grid tells you which wall it sits on, and the tag tells you the trade. Boxes document scope — not offerings, engagements, or account access.
GRID A
Principal Dealing
BX-01 → BX-09 · 9 BOXES
BX-01GRID A
Individuals investing in financial contracts on own accountOwn-account investing
OWN-ACCTBX-02GRID A
Investment clubsClub investing
CLUBSBX-03GRID A
Mineral royalties or leases dealingActing as principal to investors
ROYALTYBX-04GRID A
Mortgage dealers, buying and sellingMortgage dealing
MORTGAGEBX-05GRID A
Oil royalty dealingActing as principal to investors
ROYALTYBX-06GRID A
Securities speculators for own accountOwn-account speculation
SPECULATEBX-07GRID A
Tax liens dealingActing as principal to investors
TAX-LIENBX-08GRID A
Venture capital companiesVenture capital
VENTUREBX-09GRID A
Viatical settlement companiesViatical settlements
VIATICAL
GRID B
Advice & Management
BX-10 → BX-25 · 16 BOXES
BX-10GRID B
Certified financial plannersCustomized, fees paid by client
PLANNINGBX-11GRID B
Financial investment advice servicesCustomized, fees paid by client
ADVICEBX-12GRID B
Financial planning servicesCustomized, fees paid by client
PLANNINGBX-13GRID B
Investment advice consulting servicesCustomized, fees paid by client
ADVICEBX-14GRID B
Investment advice counseling servicesCustomized, fees paid by client
ADVICEBX-15GRID B
Investment advisory servicesCustomized, fees paid by client
ADVISORYBX-16GRID B
Investment managementInvestment management
MGMTBX-17GRID B
Managing investment fundsFund management
FUNDSBX-18GRID B
Managing mutual fundsMutual fund management
FUNDSBX-19GRID B
Managing personal investment trustsTrust fund management
TRUSTSBX-20GRID B
Managing trustsTrust management
TRUSTSBX-21GRID B
Mutual fund managingMutual fund management
FUNDSBX-22GRID B
Pension fund managingPension fund management
PENSIONBX-23GRID B
Personal investments trusts, managingPersonal trust management
TRUSTSBX-24GRID B
Portfolio fund managingPortfolio management
PORTFOLIOBX-25GRID B
Private equity fund managingPrivate equity management
PRIV-EQ
GRID C
Trust & Custody
BX-26 → BX-33 · 8 BOXES
BX-26GRID C
Administrators of private estatesEstate administration
ESTATESBX-27GRID C
Bank trust officesTrust offices
TRUSTBX-28GRID C
Escrow agenciesExcept real estate
ESCROWBX-29GRID C
Fiduciary agenciesExcept real estate
FIDUCIARYBX-30GRID C
Personal investments trust administrationTrust administration
TRUST-ADMBX-31GRID C
Securities custodiansSecurities custody
CUSTODYBX-32GRID C
Trust administration, personal investmentPersonal trust administration
TRUST-ADMBX-33GRID C
Trust companies, nondepositoryNondepository trusts
TRUST
GRID D
Clearing & Transfer
BX-34 → BX-48 · 15 BOXES
BX-34GRID D
Business start-up fundraising using a crowdfunding platformCrowdfunding facilitation
CROWDFUNDBX-35GRID D
Clearinghouses, commodity exchange or securities exchangeExchange clearing
CLEARINGBX-36GRID D
Deposit brokersDeposit brokerage
BROKERBX-37GRID D
Exchange clearinghouses, commodities or securitiesExchange clearing
CLEARINGBX-38GRID D
Gas lease brokers' officesGas lease brokerage
LEASEBX-39GRID D
Oil lease brokers' officesOil lease brokerage
LEASEBX-40GRID D
Protective committees, security holdersHolder protection
PROTECTBX-41GRID D
Quotation services, securitiesSecurities quotation
QUOTEBX-42GRID D
Quotation services, stockStock quotation
QUOTEBX-43GRID D
Securities holders' protective servicesHolder protection
PROTECTBX-44GRID D
Securities transfer agenciesSecurities transfer
TRANSFERBX-45GRID D
Stock quotation servicesStock quotation
QUOTEBX-46GRID D
Stock transfer agenciesStock transfer
TRANSFERBX-47GRID D
Transfer agencies, securitiesSecurities transfer
TRANSFERBX-48GRID D
Virtual currency trading exchange clearinghousesCrypto clearing
CRYPTO