Mark Identification

CHARTERED WEALTH ADVISOR

Serial Number

76476162

Filing Date

Dec 9, 2002

Registration Date

Mar 22, 2005

Trademark by

J.J.B. HILLIARD W.L. LYONS LLC

Classification Information

BUSINESS PLANNING AND BUSINESS SUCCESSION PLANNING

Advertising and Business

FINANCIAL ADVISORY SERVICES, NAMELY, PROVIDING ADVICE ABOUT FINANCIAL INVESTMENTS, RETIREMENT PLANNING, ESTATE PLANNING, RISK MANAGEMENT, INSURANCE, FIDUCIARY ACTIVITIES, TRUSTS, AND CHARITABLE FUND GIVING

Insurance and Financial