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Trademark Assignment Assignee Details

Assignee Name : CREATIVE PLANNING, LLC
Total Assignments: 7
Assignment: 1
Reel/Frame:6866/0628 View Recorded Assignment View Recorded Assignment   Pages: 6
    Recorded: 02/18/2020
Attorney Dkt #:5028265-10 DNV
Conveyance: ENTITY CONVERSION
Assignor
1
CREATIVE PLANNING, INC.
Exec Dt:
01/07/2020
Entity Type:
CORPORATION
Citizenship:
MISSOURI
Assignee
1
CREATIVE PLANNING, LLC
5454 W. 110TH STREET
LEAWOOD, KANSAS 66211
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
Properties
 
Ser. #
Reg. #
 
Ser. #
Reg. #
 
Ser. #
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86007561
4494416
 
86007586
4484919
 
86007599
4484921
 
87112254
5212337
 
88711868
6085567
 
88711873
6085568
 
88711882
NONE
 
88711888
NONE
 
88720501
NONE
 
88731924
6087473
Correspondence name and address
MICHAEL E. BROMS
1700 LINCOLN STREET
SUITE 2000
DENVER, CO 80203
Assignment: 2
Reel/Frame:7363/0700 View Recorded Assignment View Recorded Assignment   Pages: 5
    Recorded: 07/23/2021
Attorney Dkt #:5028265-55 DNV
Conveyance: ENTITY CONVERSION
Assignor
1
CREATIVE PLANNING, INC.
Exec Dt:
01/07/2020
Entity Type:
CORPORATION
Citizenship:
MISSOURI
Assignee
1
CREATIVE PLANNING, LLC
5454 W. 110TH STREET
OVERLAND PARK, KANSAS 66211
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
Property
 
Ser. #
Reg. #
 
 
 
 
 
85501125
4224634
Correspondence name and address
SPENCER FANE LLP
1700 LINCOLN STREET
SUITE 2000
DENVER, CO 80203
Assignment: 3
Reel/Frame:7349/0353 View Recorded Assignment View Recorded Assignment   Pages: 6
    Recorded: 07/08/2021
Attorney Dkt #:5028265-10 DNV
Conveyance: ASSIGNS THE ENTIRE INTEREST
Assignor
1
CASTLE WEALTH ADVISORS, LLC
Exec Dt:
04/16/2021
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
INDIANA
Assignee
1
CREATIVE PLANNING, LLC
5454 W. 110TH STREET
OVERLAND PARK, KANSAS 66211
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
Properties
 
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Reg. #
 
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Reg. #
 
Ser. #
Reg. #
 
Ser. #
Reg. #
 
 
86972774
5086190
 
87658905
5491084
 
87658918
5491086
 
87658929
5491089
Correspondence name and address
SPENCER FANE LLP
1700 LINCOLN STREET
SUITE 2000
DENVER, CO 80203
Assignment: 4
Reel/Frame:7328/0118 View Recorded Assignment View Recorded Assignment   Pages: 4
    Recorded: 06/16/2021
Attorney Dkt #:5028265-41 DNV
Conveyance: ASSIGNS THE ENTIRE INTEREST
Assignor
1
VELOCITY ADVISORS LLC
Exec Dt:
06/01/2021
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
ARIZONA
Assignee
1
CREATIVE PLANNING, LLC
5454 W. 110TH STREET
OVERLAND PARK, KANSAS 66211
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
Property
 
Ser. #
Reg. #
 
 
 
 
 
86180974
4668923
Correspondence name and address
MICHAEL E. BROMS, SPENCER FANE LLP
1700 LINCOLN STREET
SUITE 2000
DENVER, CO 80203
Assignment: 5
Reel/Frame:7363/0849 View Recorded Assignment View Recorded Assignment   Pages: 6
    Recorded: 07/23/2021
Attorney Dkt #:5028265-10 DNV
Conveyance: ASSIGNS THE ENTIRE INTEREST
Assignor
1
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
Exec Dt:
07/13/2021
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
VIRGINIA
Assignee
1
CREATIVE PLANNING, LLC
5454 W. 110TH STREET
OVERLAND PARK, KANSAS 66211
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
Properties
 
Ser. #
Reg. #
 
Ser. #
Reg. #
 
 
 
 
90146938
NONE
 
90146947
NONE
Correspondence name and address
SPENCER FANE LLP
1700 LINCOLN STREET
SUITE 2000
DENVER, CO 80203
Assignment: 6
Reel/Frame:7405/0516 View Recorded Assignment View Recorded Assignment   Pages: 5
    Recorded: 07/22/2021
Attorney Dkt #:18588.515109
Conveyance: RELEASE BY SECURED PARTY
Assignor
1
CITIZENS BANK, N.A.
Exec Dt:
07/21/2021
Entity Type:
NATIONAL BANKING ASSOCIATION
Citizenship:
UNITED STATES
Assignee
1
CREATIVE PLANNING, LLC
5454 W. 110TH STREET
OVERLAND PARK, KANSAS 66211
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Properties
 
Ser. #
Reg. #
 
Ser. #
Reg. #
 
 
 
 
86007561
4494416
 
87112254
5212337
Correspondence name and address
KING & SPALDING LLP
300 S. TRYON ST., STE 1700
ATTN: MOIRA SHEEHAN
CHARLOTTE, NC 28202
Assignment: 7
Reel/Frame:7655/0167 View Recorded Assignment View Recorded Assignment   Pages: 6
    Recorded: 03/09/2022
Attorney Dkt #:5028265.81 DNV
Conveyance: NUNC PRO TUNC ASSIGNMENT EFFECTIVE 11/4/2021 12:00:00 AM
Assignor
1
LOCKTON, INC.
Exec Dt:
03/04/2022
Entity Type:
CORPORATION
Citizenship:
MISSOURI
Assignee
1
CREATIVE PLANNING, LLC
5454 W. 110TH STREET
OVERLAND PARK, KANSAS 66211
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
Properties
 
Ser. #
Reg. #
 
Ser. #
Reg. #
 
 
 
 
90339210
NONE
 
90339229
NONE
Correspondence name and address
MICHAEL E. BROMS/SPENCER FANE LLP
1700 LINCOLN STREET
SUITE 2000
DENVER, CO 80203

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