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Zaah Technologies 6 Dubon Court, Farmingdale, NY 11735 p. 1.631.873.2000 | f. 1.631.873.2050 www.Zaah.com

Advice-IQ.com CREATION DATE Wed Jul 07 2010 MODIFICATION DATE Fri Jul 23 2010 CREATOR Vladimir N. Ereshkin DESCRIPTION VERSION HISTORY 1.3

CONFIDENTIAL All Rights Reserved. This document contains proprietary and confidential information, which are the exclusive property of Zaah Technologies. Unauthorized use of this or any document, marked confidential is strictly prohibited. This document is for informational purposes only. Zaah Technologies, makes no warranties, expressed or implied.

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Budros, Ruhlin & Roe, Inc. 1801 Watermark Drive, Suit 300, Columbus, OH 43215 - 7088

John Smith Sr. Financial Advisor

Mutual Funds SMAs Alternatives

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Budros, Ruhlin & Roe, Inc. 1801 Watermark Drive, Suit 300, Columbus, OH 43215 - 7088

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Mutual Funds SMAs Alternatives

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Budros, Ruhlin & Roe, Inc. John Smith 1801 Watermark Drive, Suit 300, Sr. Financial Advisor 1801 Watermark Drive, Columbus, OH 43215 - Address: 7088 Suit 300, Columbus, OH 43215 7088 Phone: 555-555-1212 Fax: 555-555-1213 Firm name Firm name Email: Send Email 0000 Streetname Avenue, Suit www.domain.com Position Website: 0000, Cityname, ST 00000-0000 Contacts: John Smith Joe Doe Firm name Firm name 0000 Streetname Avenue, Suit Position 0000, Cityname, ST 00000-0000

Mutual Funds SMAs TotalAlternatives

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Assets: $00,000,000 Accounts: 00,000 $1,004,516,361 Avg. Account Size: $000,000

Additional Asset Information: Total AUM: Financial service name Assets: $00,000,000 Total: Accounts: 00,000 AUA: Avg. Account Size: $000,000 ETF/ETS AUM: Net AUM Remaining Securities: Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Fee: % of AUM 0 commission: Hourly subscription: 000 Financial service name Assets: $00,000,000

AIQ CERTIFIED Firm name Position

Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

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Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

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Financial service name

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Phone:4835 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.b-r-r.com

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Address: 1801 Watermark Drive, Suit 300, Columbus, OH 43215 7088 Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.domain.com Work Days: Monday - Friday Work Hours: 10:00am - 8:00pm Contacts: John Smith Joe Doe

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Total Assets

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$969,751,493

4707

$206,023

None-Discretionary

$34,764,868

128

$271,601

Rating

$1,004,516,361

4835

$207,759

is greater than

Total

zip

1

Principals: John Smith President

Additional Asset Information: Total AUM: Total: AUA: ETF/ETS AUM: Net AUM Remaining Securities:

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Jul 01, 2008 - Jul 01, 2010

$ (in Millions)

15

Jane Doe VP of Marketing

12 9 6 3

Q3, 2007

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AIQ CERTIFIED

Q4, 2007

Q1, 2008

Q2, 2008

Firm Details: Ownership Detail Succeeding to existing RIA firm Main office Custodian 1 Custodian 2 # of BD Reps # of Advisory Reps # of Employees # of firms soliciting clients

Q3, 2008

Q4, 2008

Q1, 2009

Q2, 2009

Q3, 2009

Q4, 2009

Q1, 2010

Q2, 2010

Delenit in, diam quis luptatum lobortis ipsum et euismod augue diam esse ullamcorper duis ex vel odio dolore Private Residence esse ullamcorper duis vel odio dolore 000 000 0000 00

Fee:

fold

WIDE SKY 160 x 600

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Types of Investments Offered: Mutual Funds CDs

Financial Planning Pension Consulting Wealth Management Client Detail: Individual % HNW

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John Smith Financial Advisor Branch #000 Manhattan, NY

John Smith Sr. Financial Advisor Branch #000 Upper Manhattan, NY

Advisor Name Position Branch #000 Location, NY

Advisor Name Position Branch #000 Location, NY

Advisor Name Position Branch #000 Location, NY

Advisor Name Position Branch #000 Location, NY

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Address: 1801 Watermark Drive, Suit 300, Columbus, OH 43215 7088 Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.domain.com Work Days: Monday - Friday Work Hours: 10:00am - 8:00pm Contacts: John Smith Joe Doe

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Location is within 10 miles of 11111

Total Assets

# of Accounts

Avg. Account Size

Discretionary

$969,751,493

4707

$206,023

None-Discretionary

$34,764,868

128

$271,601

Rating

$1,004,516,361

4835

$207,759

is greater than

Total

1

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Principals: John Smith President

Additional Asset Information: Total AUM: Total: AUA: ETF/ETS AUM: Net AUM Remaining Securities:

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Changes in Assets: Jim Carter Vice President

Jul 01, 2008 - Jul 01, 2010

$ (in Millions)

15

Jane Doe VP of Marketing

12 9 6 3

Q3, 2007

Q4, 2007

Q1, 2008

Q2, 2008

Q3, 2008

Q4, 2008

Q1, 2009

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707

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128

$271,601

Total

835

$207,759

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Employment History: VIRGINIA TECH UNIVERSITY, BLACKSBURG,VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA

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707

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Employment History: VIRGINIA TECH UNIVERSITY, BLACKSBURG,VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA

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23834053024

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$000.00

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Status:

In Review

Firm Information First Name:

Firstname

Address:

10000 Main Street

Last Name:

Lastname

Address 2:

Suit 0000

Firm Name:

Firmname

City/Town:

Cityname

Regulator #:

ABC0123456789

State:

ST

Type of Firm:

Brokrage

Zip:

00000

Email:

email@domain.com

Phone:

000-000-0000 Private residence

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Payment

First Name:

Firstname

Payment Method:

Credit Card

Last Name:

Lastname

Credit Card #:

xxxx-xxxx-xxxx-1234

Company:

Companyname

Name on Card:

Firstname Lastname

Address:

00000 Main Street

Expiration:

00/0000

Address 2:

Suite 0000

City/Town:

Cityname

State:

ST

Zip:

00000

Phone:

000-000-0000

Order Summary

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[Product service title] - 5,000 profiles for 1 year Effective Date Range: 00/00/0000 - 00/00/0000

$0000.00

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