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Trademark Assignment Details

Reel/Frame:8291/0587 View Recorded Assignment View Recorded Assignment   Pages: 9
    Recorded: 12/18/2023
Attorney Dkt #:741887-600401
Conveyance: SECURITY INTEREST
Total properties: 28
1
Serial #:
78957821
Filing Dt:
08/22/2006
Reg #:
3302570
Reg. Dt:
10/02/2007
Mark:
FINANCIAL CONTROL SCORECARD
2
Serial #:
85490628
Filing Dt:
12/08/2011
Reg #:
4318136
Reg. Dt:
04/09/2013
Mark:
MONEYMIND
3
Serial #:
85700235
Filing Dt:
08/10/2012
Reg #:
4331164
Reg. Dt:
05/07/2013
Mark:
ONE BEST FINANCIAL LIFE
4
Serial #:
86180974
Filing Dt:
01/31/2014
Reg #:
4668923
Reg. Dt:
01/06/2015
Mark:
AMERICA'S BEST 401K
5
Serial #:
86727573
Filing Dt:
08/17/2015
Reg #:
5337823
Reg. Dt:
11/21/2017
Mark:
UNITED CAPITAL FINANCIAL LIFE MANAGEMENT
6
Serial #:
86886621
Filing Dt:
01/26/2016
Reg #:
5596076
Reg. Dt:
10/30/2018
Mark:
IDEAL LIFE INDEX
7
Serial #:
86972774
Filing Dt:
04/12/2016
Reg #:
5086190
Reg. Dt:
11/22/2016
Mark:
CASTLE
8
Serial #:
87635154
Filing Dt:
10/05/2017
Reg #:
5956126
Reg. Dt:
01/07/2020
Mark:
LIVE RICHLY
9
Serial #:
87658905
Filing Dt:
10/25/2017
Reg #:
5491084
Reg. Dt:
06/12/2018
Mark:
CASTLE VALUATION GROUP
10
Serial #:
87658918
Filing Dt:
10/25/2017
Reg #:
5491086
Reg. Dt:
06/12/2018
Mark:
11
Serial #:
87658929
Filing Dt:
10/25/2017
Reg #:
5491089
Reg. Dt:
06/12/2018
Mark:
CASTLE INVESTMENT ADVISORS
12
Serial #:
87750381
Filing Dt:
01/10/2018
Reg #:
5717070
Reg. Dt:
04/02/2019
Mark:
HELPING PEOPLE LIVE RICHLY
13
Serial #:
87917170
Filing Dt:
05/11/2018
Reg #:
5817099
Reg. Dt:
07/30/2019
Mark:
INVESTMENTVIEWFINDER
14
Serial #:
87918352
Filing Dt:
05/11/2018
Reg #:
5637878
Reg. Dt:
12/25/2018
Mark:
GUIDECENTER
15
Serial #:
90613026
Filing Dt:
03/30/2021
Reg #:
6769552
Reg. Dt:
06/21/2022
Mark:
THROUGH THE NOISE
16
Serial #:
90844997
Filing Dt:
07/23/2021
Reg #:
6843097
Reg. Dt:
09/13/2022
Mark:
AMERICA'S BEST 401K
17
Serial #:
90845004
Filing Dt:
07/23/2021
Reg #:
6679493
Reg. Dt:
03/22/2022
Mark:
AB401K
18
Serial #:
90845018
Filing Dt:
07/23/2021
Reg #:
6754153
Reg. Dt:
06/07/2022
Mark:
AB401K A CREATIVE PLANNING OFFERING
19
Serial #:
90845025
Filing Dt:
07/23/2021
Reg #:
6803833
Reg. Dt:
07/26/2022
Mark:
BAS
20
Serial #:
90845046
Filing Dt:
07/23/2021
Reg #:
6672177
Reg. Dt:
03/15/2022
Mark:
THUN FINANCIAL
21
Serial #:
90851028
Filing Dt:
07/27/2021
Reg #:
6819444
Reg. Dt:
08/16/2022
Mark:
C
22
Serial #:
90851038
Filing Dt:
07/27/2021
Reg #:
6819446
Reg. Dt:
08/16/2022
Mark:
CREATIVE PLANNING
23
Serial #:
90851066
Filing Dt:
07/27/2021
Reg #:
7158257
Reg. Dt:
09/05/2023
Mark:
WEALTH-CHANGING QUESTION
24
Serial #:
90851338
Filing Dt:
07/27/2021
Reg #:
6819477
Reg. Dt:
08/16/2022
Mark:
C CREATIVE PLANNING
25
Serial #:
97388970
Filing Dt:
04/29/2022
Reg #:
7079908
Reg. Dt:
06/13/2023
Mark:
RETHINK YOUR MONEY
26
Serial #:
97398099
Filing Dt:
05/06/2022
Reg #:
7166021
Reg. Dt:
09/12/2023
Mark:
THRIVEWISE
27
Serial #:
97398106
Filing Dt:
05/06/2022
Reg #:
7166022
Reg. Dt:
09/12/2023
Mark:
ACCRUEWISE
28
Serial #:
97398110
Filing Dt:
05/06/2022
Reg #:
7166023
Reg. Dt:
09/12/2023
Mark:
BUILDWISE
Assignors
1
CPI HOLDCO B, LLC
Exec Dt:
11/03/2023
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
2
CREATIVE PLANNING, LLC
Exec Dt:
11/03/2023
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
3
UNITED CAPITAL FINANCIAL PARTNERS, LLC
Exec Dt:
11/03/2023
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee
1
CITIZENS BANK, N.A.
1215 SUPERIOR AVENUE, 5TH FLOOR
CLEVELAND, OHIO 44114
Entity Type:
NATIONAL BANKING ASSOCIATION
Citizenship:
UNITED STATES
Correspondence name and address
JONES DAY
250 VESEY STREET
NEW YORK, NY 10281-1047

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