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Trademark Assignment Assignor Details

Assignor Name : EDELMAN FINANCIAL SERVICES, LLC

Total Assignments: 6

Assignment: 1

Reel/Frame:	4866/0306	View Recorded Assignment		Pages:	6
		Recorded:	09/24/2012
Attorney Dkt #:	026033-0244
Conveyance:	GRANT OF A SECURITY INTEREST - TRADEMARKS

Assignor

EDELMAN FINANCIAL SERVICES, LLC

Exec Dt:	09/20/2012
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

FORTRESS CREDIT CO LLC, AS COLLATERAL AGENT

1345 AVENUE OF THE AMERICAS

46TH FLOOR

NEW YORK, NEW YORK 10105

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
74415297	1829664	74415298	1880034	74425397	1949947	75282991	2248156	75512845	2297019
75543313	2288935	75543323	2288936	78682983	3123369	78683018	3120231	85506320	4290107

Correspondence name and address
	S. KAREFF C/O SCHULTE ROTH & ZABEL LLP
	919 THIRD AVENUE
	22ND FLOOR
	NEW YORK, NY 10022

Assignment: 2

Reel/Frame:	5692/0413	View Recorded Assignment		Pages:	7
		Recorded:	12/18/2015
Attorney Dkt #:	F160260
Conveyance:	GRANT OF SECURITY INTEREST IN TRADEMARKS

Assignor

EDELMAN FINANCIAL SERVICES, LLC

Exec Dt:	12/18/2015
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT

1300 THAMES STREET, 4TH FLOOR

BALTIMORE, MARYLAND 21231

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
74415297	1829664	74415298	1880034	74425397	1949947	75282991	2248156	75512845	2297019
75543313	2288935	75543323	2288936	78682983	3123369	78683018	3120231	85506320	4290107
85678136	4333987	85693741	4349188	85693803	4412097	86027475	4494873	86196412	4756990
86538542	NONE

Correspondence name and address
	JOANNA MCCALL
	1025 VERMONT AVE NW, SUITE 1130
	NATIONAL CORPORATE RESEARCH, LTD
	WASHINGTON, DC 20005

Assignment: 3

Reel/Frame:	6200/0737	View Recorded Assignment		Pages:	7
		Recorded:	11/09/2017
Attorney Dkt #:	F173752 TM IPSA
Conveyance:	GRANT OF SECURITY INTEREST IN TRADEMARKS

Assignor

EDELMAN FINANCIAL SERVICES, LLC

Exec Dt:	11/09/2017
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

MORGAN STANLEY SENIOR FUNDING, INC.

1300 THAMES STREET, 4TH FLOOR

THAMES STREET WHARF

BALTIMORE, MARYLAND 21231

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
74415298	1880034	74425397	1949947	75282991	2248156	75512845	2297019	75543313	2288935
75543323	2288936	78682983	3123369	85506320	4290107	85678136	4333987	85693741	4349188
85693803	4412097	86027475	4494873	86196412	4756990	86892351	NONE	86892353	NONE
86945369	5775873	87620681	NONE

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

Assignment: 4

Reel/Frame:	6386/0607	View Recorded Assignment		Pages:	10
		Recorded:	07/20/2018
Attorney Dkt #:	F178184 1L TM IPSA
Conveyance:	FIRST LIEN TRADEMARK SECURITY AGREEMENT

Assignors

EDELMAN FINANCIAL SERVICES, LLC

Exec Dt:	07/19/2018
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

FINANCIAL ENGINES, INC.

Exec Dt:	07/19/2018
Entity Type:	CORPORATION
Citizenship:	DELAWARE

Assignee

MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT

1300 THAMES STREET, THAMES STREET WHARF

BALTIMORE, MARYLAND 21231

Entity Type:	CORPORATION
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
74415298	1880034	74425397	1949947	75110862	2243063	75282991	2248156	75512845	2297019
75543313	2288935	75543323	2288936	75977267	2177630	76185648	2538055	76288465	2735936
76444039	2868079	77560492	3655807	77573313	3684269	77632431	3764869	78378770	3546894
78477051	3001986	78682983	3123369	85391794	4302160	85391795	4156923	85414304	4211743
85506320	4290107	85639631	4538419	85678136	4333987	85693741	4349188	85693803	4412097
85793376	4506963	85793386	4506964	86027475	4494873	86196412	4756990	86671901	5080342
86892351	NONE	86892353	NONE	86945369	5775873	86983323	5365673	87495945	5451212
87495971	5451213	87495971	5451213	87620681	NONE	87712546	5664641	87830665	NONE

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

Assignment: 5

Reel/Frame:	6386/0617	View Recorded Assignment		Pages:	10
		Recorded:	07/20/2018
Attorney Dkt #:	F178184 2L TM IPSA
Conveyance:	SECOND LIEN TRADEMARK SECURITY AGREEMENT

Assignors

EDELMAN FINANCIAL SERVICES, LLC

Exec Dt:	07/19/2018
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

FINANCIAL ENGINES, INC.

Exec Dt:	07/19/2018
Entity Type:	CORPORATION
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:	OHIO

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
74415298	1880034	74425397	1949947	75110862	2243063	75282991	2248156	75512845	2297019
75543313	2288935	75543323	2288936	75977267	2177630	76185648	2538055	76288465	2735936
76444039	2868079	77560492	3655807	77573313	3684269	77632431	3764869	78378770	3546894
78477051	3001986	78682983	3123369	85391794	4302160	85391795	4156923	85414304	4211743
85506320	4290107	85639631	4538419	85678136	4333987	85693741	4349188	85693803	4412097
85793376	4506963	85793386	4506964	86027475	4494873	86196412	4756990	86671901	5080342
86892351	NONE	86892353	NONE	86945369	5775873	86983323	5365673	87495945	5451212
87495971	5451213	87495971	5451213	87620681	NONE	87712546	5664641	87830665	NONE

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

Assignment: 6

Reel/Frame:	6556/0320	View Recorded Assignment		Pages:	6
		Recorded:	02/08/2019
Conveyance:	ASSIGNS THE ENTIRE INTEREST

Assignor

EDELMAN FINANCIAL SERVICES, LLC

Exec Dt:	02/08/2019
Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Assignee

EDELMAN FINANCIAL ENGINES, LLC

1050 ENTERPRISE WAY, 3RD FLOOR

SUNNYVALE, CALIFORNIA 94089

Entity Type:	LIMITED LIABILITY COMPANY
Citizenship:	DELAWARE

Properties

Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #	Ser. #	Reg. #
74415298	1880034	74425397	1949947	75282991	2248156	75512845	2297019	75543313	2288935
75543323	2288936	85506320	4290107	85678136	4333987	85693741	4349188	85693803	4412097
86027475	4494873	86196412	4756990	86892351	NONE	86892353	NONE	86945369	5775873
86983323	5365673	87620681	NONE	88113996	NONE	88114003	NONE

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

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