Filed Oct. 18, 2005

Serial No. 78735176

Registered March 20, 2007

Registration No. 3,220,789

Class Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services; 100; 101; 102

Case Type Service mark