Filed Feb. 10, 2015

Serial No. 86529660

Registered Aug. 2, 2016

Registration No. 5,010,645

Class Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, and financial information; [ Printed financial services reports to financial services representatives; ] Printed materials in the nature of [ brochures, pamphlets and ] reports identifying investment and planning opportunities by using federal tax returns; 002; 005; 022; 023; 029; 037; 038; 050; 100; 101; 102

Case Type Trademark Service mark