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Trademark Assignment Assignor Details

Assignor Name : EDELMAN FINANCIAL ENGINES, LLC

Total Assignments: 5

Assignment: 1

Reel/Frame:	6657/0400	View Recorded Assignment		Pages:	7
		Recorded:	05/30/2019
Attorney Dkt #:	1089399 TM 1L
Conveyance:	SECURITY INTEREST

Assignor

EDELMAN FINANCIAL ENGINES, LLC

Exec Dt:	05/29/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT

1300 THAMES STREET, THAMES ST WHARF

BALTIMORE, MARYLAND 21231

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
88113996	NONE	88114003	NONE	88201560	5968703	88299335	5992452	88355499	6176007
88357675	6030687	88357702	5992540

Correspondence name and address
	STEWART WALSH
	1025 VERMONT AVE NW, STE 1130
	COGENCY GLOBAL INC.
	WASHINGTON, DC 20005

Assignment: 2

Reel/Frame:	6657/0413	View Recorded Assignment		Pages:	7
		Recorded:	05/30/2019
Attorney Dkt #:	1089399 TM 2L
Conveyance:	SECURITY INTEREST

Assignor

EDELMAN FINANCIAL ENGINES, LLC

Exec Dt:	05/29/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

JPMORGAN CHASE BANK, N.A, AS COLLATERAL AGENT

CIB DMO WLO, MAIL CODE NY1-C413, 4 CMC

BROOKLYN, NEW YORK 11245

Entity Type:	BANK
Citizenship:	OHIO

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
88113996	NONE	88114003	NONE	88201560	5968703	88299335	5992452	88355499	6176007
88357675	6030687	88357702	5992540

Correspondence name and address
	STEWART WALSH
	1025 VERMONT AVE NW, STE 1130
	COGENCY GLOBAL INC.
	WASHINGTON, DC 20005

Assignment: 3

Reel/Frame:	7161/0713	View Recorded Assignment		Pages:	7
		Recorded:	01/13/2021
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

EDELMAN FINANCIAL ENGINES, LLC

Exec Dt:	01/31/2020
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

TMFS INSURANCE AGENCY, LLC

1129 W. KANSAS STREET, SUITE B

LIBERTY, MISSOURI 64068

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	MISSOURI

Property

	Ser. #	Reg. #
	87576855	5509887

Correspondence name and address
	ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
	10801 MASTIN BLVD.
	SUITE 1000
	OVERLAND PARK, KS 66210

Assignment: 4

Reel/Frame:	7251/0187	View Recorded Assignment		Pages:	7
		Recorded:	04/09/2021
Attorney Dkt #:	1353346 1L TM
Conveyance:	FIRST LIEN TRADEMARK SECURITY AGREEMENT

Assignor

EDELMAN FINANCIAL ENGINES, LLC

Exec Dt:	04/07/2021
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT

1300 THAMES STREET, 4TH FLOOR, THAMES ST. WHARF

BALTIMORE, MARYLAND 21231

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Property

	Ser. #	Reg. #
	88569370	6351219

Correspondence name and address
	JAY DASILVA
	1025 VERMONT AVE NW, SUITE 1130
	COGENCY GLOBAL INC.
	WASHINGTON, DC 20005

Assignment: 5

Reel/Frame:	7251/0201	View Recorded Assignment		Pages:	7
		Recorded:	04/09/2021
Attorney Dkt #:	1353346 2L TM
Conveyance:	SECOND LIEN TRADEMARK SECURITY AGREEMENT

Assignor

EDELMAN FINANCIAL ENGINES, LLC

Exec Dt:	04/07/2021
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT

CIB DMO WLO, MAIL CODE NY1-C413, 4CMC

BROOKLYN, NEW YORK 11245-0001

Entity Type:	BANK
Citizenship:	UNITED STATES

Property

	Ser. #	Reg. #
	88569370	6351219

Correspondence name and address
	JAY DASILVA
	1025 VERMONT AVE NW, SUITE 1130
	COGENCY GLOBAL INC.
	WASHINGTON, DC 20005

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