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Trademark Assignment Assignee Details

Assignee Name : ALERA GROUP, INC.

Total Assignments: 13

Assignment: 1

Reel/Frame:	7669/0674	View Recorded Assignment		Pages:	4
		Recorded:	03/23/2022
Conveyance:	CHANGE OF NAME

Assignor

GENAGI ACQUISITION, INC.

Exec Dt:	12/30/2016
Entity Type:	CORPORATION
Citizenship:	DELAWARE

Assignee

ALERA GROUP, INC.

3 PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Properties

	Ser. #	Reg. #		Ser. #	Reg. #		Ser. #	Reg. #
	87219752	5257917		87219779	5257918		87220778	5257921

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 2

Reel/Frame:	7438/0645	View Recorded Assignment		Pages:	6
		Recorded:	09/30/2021
Attorney Dkt #:	109251-0030-007
Conveyance:	RELEASE OF SECURITY INTEREST AT REEL/FRAME 6581/0157

Assignor

ARES CAPITAL CORPORATION

Exec Dt:	09/30/2021
Entity Type:	CORPORATION
Citizenship:	MARYLAND

Assignees

AIA AMERICAN INSURANCE ADMINISTRATORS, LLC

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ALERA GROUP, INC.

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

GROUP SERVICES, LLC

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

HP PLANNING, LLC

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	CONNECTICUT

KAERCHER INSURANCE, AN ALERA GROUP AGENCY, LLC

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ROBERT G. RELPH AGENCY, INC.

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	NEW YORK

SPRING CONSULTING GROUP, AN ALERA GROUP COMPANY, LLC

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ORION RISK MANAGEMENT INSURANCE SERVICES, AN ALERA GROUP INSURANCE AGENCY, LLC

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75321181	2361041	76700168	3816010	77525925	3685070	77564736	3608581	77573392	3707617
77787942	3757295	77870943	3941550	85288155	4095668	85660593	4308204	86381378	4742663
86402468	4865434	86498252	4886870	86728667	4931896	86728685	4931897	87219752	5257917
87219779	5257918	87220778	5257921	87287966	5280024	87499005	5477079

Correspondence name and address
	CATHERINE MURRAY
	PRUDENTIAL TOWER, 800 BOYLSTON STREET
	ROPES & GRAY LLP
	BOSTON, MA 02199

Assignment: 3

Reel/Frame:	7438/0708	View Recorded Assignment		Pages:	9
		Recorded:	09/30/2021
Conveyance:	RELEASE (REEL 6536 / FRAME 0386)

Assignor

JPMORGAN CHASE BANK, N.A.

Exec Dt:	09/30/2021
Entity Type:	BANK
Citizenship:	UNITED STATES

Assignees

AMERICAN INSURANCE ADMINISTRATORS, LLC

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

ALERA GROUP, INC.

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

K.B. GROUP SERVICES, INC.

3066 VICTORIA STREET

BETTENDORF, IOWA 52722

Entity Type:	CORPORATION
Citizenship:	IOWA

HP PLANNING, LLC

C/O CREATIVE BENEFIT PLANNING, 1100 SUMMER STREET

STAMFORD, CONNECTICUT 06905

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	CONNECTICUT

KAERCHER INSURANCE AGENCY INC.

2500 N. BUFFALO, SUITE 230

LAS VEGAS, NEVADA 89128

Entity Type:	CORPORATION
Citizenship:	NEVADA

RELPH BENEFIT ADVISORS, INC.

400 WILLOWBROOK OFFICE PARK

SUITE 400

FAIRPORT, NEW YORK 14450

Entity Type:	CORPORATION
Citizenship:	NEW YORK

ROBERT G. RELPH AGENCY, INC.

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	NEW YORK

SPRING CONSULTING GROUP, LLC

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
75321181	2361041	76700168	3816010	77525925	3685070	77564736	3608581	77573392	3707617
77787942	3757295	77870943	3941550	85288155	4095668	85660593	4308204	86381378	4742663
86402468	4865434	86498252	4886870	86728667	4931896	86728685	4931897	87219752	5257917
87219779	5257918	87220778	5257921	87499005	5477079

Correspondence name and address
	CT CORPORATION
	4400 EASTON COMMONS WAY
	SUITE 125
	COLUMBUS, OH 43219

Assignment: 4

Reel/Frame:	7635/0299	View Recorded Assignment		Pages:	6
		Recorded:	02/15/2022
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

BLUE COMMUNICATIONS AGENCY, INC.

Exec Dt:	10/01/2021
Entity Type:	CORPORATION
Citizenship:	WISCONSIN

Assignee

ALERA GROUP, INC.

3 PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Property

	Ser. #	Reg. #
	90826018	6869336

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 5

Reel/Frame:	7635/0305	View Recorded Assignment		Pages:	5
		Recorded:	02/15/2022
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

DUFFY, PAMELA

Exec Dt:	10/01/2021
Entity Type:	INDIVIDUAL
Citizenship:	UNITED STATES

Assignee

ALERA GROUP, INC.

3 PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Properties

Ser. #

Reg. #

Ser. #

Reg. #

Ser. #

Reg. #

Ser. #

Reg. #

Ser. #

Reg. #

5035515

5031317

NONE

NONE

NONE

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 6

Reel/Frame:	7631/0031	View Recorded Assignment		Pages:	9
		Recorded:	02/10/2022
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

VITAL INCITE, LLC

Exec Dt:	12/31/2021
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	INDIANA

Assignee

ALERA GROUP, INC.

3 PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Property

	Ser. #	Reg. #
	86816765	5172458

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 7

Reel/Frame:	7772/0162	View Recorded Assignment		Pages:	5
		Recorded:	07/06/2022
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

COMPENSATION WORKS CORPORATION

Exec Dt:	06/01/2022
Entity Type:	CORPORATION
Citizenship:	WASHINGTON

Assignee

ALERA GROUP, INC.

3 PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Property

Ser. #

Reg. #

97166030

NONE

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 8

Reel/Frame:	8024/0368	View Recorded Assignment		Pages:	5
		Recorded:	03/29/2023
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

ARISTA CONSULTING GROUP, LLC

Exec Dt:	09/01/2022
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	GEORGIA

Assignee

ALERA GROUP, INC.

3 PARKWAY NORTH

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Property

	Ser. #	Reg. #
	77671976	3920339

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 9

Reel/Frame:	8020/0727	View Recorded Assignment		Pages:	5
		Recorded:	03/28/2023
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

NATIONAL PLANNING CONSULTANTS, INC.

Exec Dt:	10/01/2022
Entity Type:	CORPORATION
Citizenship:	GEORGIA

Assignee

ALERA GROUP, INC.

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Property

	Ser. #	Reg. #
	86702556	4944880

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 10

Reel/Frame:	7921/0252	View Recorded Assignment		Pages:	6
		Recorded:	12/14/2022
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

QUOTE SELECTION INSURANCE SERVICES INC.

Exec Dt:	12/01/2022
Entity Type:	CORPORATION
Citizenship:	CALIFORNIA

Assignee

ALERA GROUP, INC.

3 PARKWAY NORTH

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Properties

	Ser. #	Reg. #		Ser. #	Reg. #		Ser. #	Reg. #
	88135113	5928154		90894577	6816693		97458365	NONE

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 11

Reel/Frame:	8026/0142	View Recorded Assignment		Pages:	5
		Recorded:	03/30/2023
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

PEO SPECTRUM INC.

Exec Dt:	12/01/2022
Entity Type:	CORPORATION
Citizenship:	NEW YORK

Assignee

ALERA GROUP, INC.

3 PARKWAY NORTH

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Property

Ser. #

Reg. #

90111651

NONE

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 12

Reel/Frame:	8223/0620	View Recorded Assignment		Pages:	6
		Recorded:	10/10/2023
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

BRIO BENEFIT CONSULTING INC.

Exec Dt:	10/01/2023
Entity Type:	CORPORATION
Citizenship:	NEW YORK

Assignee

ALERA GROUP, INC.

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Properties

	Ser. #	Reg. #		Ser. #	Reg. #		Ser. #	Reg. #		Ser. #	Reg. #		Ser. #	Reg. #
	97405004	7237841		97406765	7208948		97407255	7208950		97407637	7208951		97407666	7097560

Correspondence name and address
	DAVID J. BYER
	ONE LINCOLN STREET
	BOSTON, MA 02111

Assignment: 13

Reel/Frame:	8402/0141			Pages:	5
		Recorded:	04/17/2024
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

HEALTHSURE INSURANCE SERVICES, INC.

Exec Dt:	04/01/2024
Entity Type:	CORPORATION
Citizenship:	TEXAS

Assignee

ALERA GROUP, INC.

THREE PARKWAY NORTH, SUITE 500

DEERFIELD, ILLINOIS 60015

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Property

	Ser. #	Reg. #
	86359965	4711886

Correspondence name and address
	MR. DAVID J. BYER
	1 CONGRESS STREET SUITE 2900
	BOSTON, MA 02114

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