Mark Identification

FOLIO ALLOCATOR

Serial Number

78144690

Filing Date

Jul 17, 2002

Registration Date

Jan 27, 2004

Trademark by

FOLIO FINANCIAL INC.

Active Trademark

Classification Information

Financial services, namely, investment management, investment advice, financial planning, and financial research services; financial information services, namely providing investment and portfolio status information by electronic and other means; investment of funds for others; security brokerage services; mutual fund investment services, and asset allocation financial services

Insurance and Financial