GREY OAK WEALTH MANAGEMENT
Mark Identification

GREY OAK WEALTH MANAGEMENT

Serial Number

77194370

Filing Date

May 31, 2007

Registration Date

Jun 9, 2009

Trademark by

JAMES F. SERAMBA & ASSOCIATES INC.

Classification Information

Financial services, namely, management, administration and allocation of investment funds and other investment vehicles; financial advisory services, namely, advisory services in the field of asset management, financial planning and investment funds, employee benefit plan financial analysis, planning and management; advisory services pertaining to business succession planning, capital formation and structure and analysis of debt financing; investment services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage and research services with respect to financial products, real estate and other instruments of investment; asset management services, namely, cash and asset management services; insurance services, namely, providing insurance advisory and consultation services in the fields of life, accident and health insurance services

Insurance and Financial