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Trademark Assignment Details

Reel/Frame:8280/0338 View Recorded Assignment View Recorded Assignment   Pages: 8
    Recorded: 12/06/2023
Attorney Dkt #:37199.00045
Conveyance: SECURITY INTEREST
Total properties: 26
1
Serial #:
75025932
Filing Dt:
11/30/1995
Reg #:
2047321
Reg. Dt:
03/25/1997
Mark:
HD VEST FINANCIAL SERVICES
2
Serial #:
75883958
Filing Dt:
12/30/1999
Reg #:
2415760
Reg. Dt:
12/26/2000
Mark:
VESTADVISOR
3
Serial #:
76487179
Filing Dt:
02/04/2003
Reg #:
2932354
Reg. Dt:
03/15/2005
Mark:
MATRIX
4
Serial #:
76495138
Filing Dt:
03/06/2003
Reg #:
3403949
Reg. Dt:
04/01/2008
Mark:
1ST GLOBAL
5
Serial #:
77429724
Filing Dt:
03/24/2008
Reg #:
3671163
Reg. Dt:
08/18/2009
Mark:
8 WEALTH MANAGEMENT ISSUES
6
Serial #:
77663930
Filing Dt:
02/05/2009
Reg #:
3724746
Reg. Dt:
12/15/2009
Mark:
METHOD 10
7
Serial #:
85556889
Filing Dt:
02/29/2012
Reg #:
4393223
Reg. Dt:
08/27/2013
Mark:
VESTADVISOR SELECT
8
Serial #:
85578791
Filing Dt:
03/23/2012
Reg #:
4498626
Reg. Dt:
03/18/2014
Mark:
BLUCORA
9
Serial #:
85792185
Filing Dt:
11/30/2012
Reg #:
4417333
Reg. Dt:
10/15/2013
Mark:
1ST GLOBAL RESEARCH & CONSULTING
10
Serial #:
85796937
Filing Dt:
12/06/2012
Reg #:
4476961
Reg. Dt:
02/04/2014
Mark:
THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS
11
Serial #:
86149491
Filing Dt:
12/20/2013
Reg #:
4648020
Reg. Dt:
12/02/2014
Mark:
1040 ANALYST
12
Serial #:
86529660
Filing Dt:
02/10/2015
Reg #:
5010645
Reg. Dt:
08/02/2016
Mark:
1040 ANALYST
13
Serial #:
86978636
Filing Dt:
02/10/2015
Reg #:
4970809
Reg. Dt:
05/31/2016
Mark:
1040 ANALYST
14
Serial #:
87295382
Filing Dt:
01/10/2017
Reg #:
5351985
Reg. Dt:
12/05/2017
Mark:
BLUVEST
15
Serial #:
87980349
Filing Dt:
12/14/2017
Reg #:
5759226
Reg. Dt:
05/21/2019
Mark:
SEE THINGS IN HD
16
Serial #:
88284463
Filing Dt:
01/31/2019
Reg #:
5999940
Reg. Dt:
03/03/2020
Mark:
VOICE OF THE ADVISOR
17
Serial #:
88478796
Filing Dt:
06/18/2019
Reg #:
7218995
Reg. Dt:
11/14/2023
Mark:
AVANTAX
18
Serial #:
88774704
Filing Dt:
01/27/2020
Reg #:
6224011
Reg. Dt:
12/15/2020
Mark:
CAPITAL GAINS ANALYZER
19
Serial #:
88776558
Filing Dt:
01/28/2020
Reg #:
6224012
Reg. Dt:
12/15/2020
Mark:
TAX-LOSS HARVESTER
20
Serial #:
88776569
Filing Dt:
01/28/2020
Reg #:
6183646
Reg. Dt:
10/27/2020
Mark:
TSI TAX-SMART INVESTING
21
Serial #:
88981422
Filing Dt:
06/18/2019
Reg #:
6398089
Reg. Dt:
06/22/2021
Mark:
AVANTAX
22
Serial #:
90016282
Filing Dt:
06/23/2020
Reg #:
6343887
Reg. Dt:
05/04/2021
Mark:
SOCIAL SECURITY PLANNER
23
Serial #:
90237242
Filing Dt:
10/06/2020
Reg #:
6489927
Reg. Dt:
09/21/2021
Mark:
AVANTAX WEALTH MANAGEMENT
24
Serial #:
97364504
Filing Dt:
04/14/2022
Reg #:
7072599
Reg. Dt:
06/06/2023
Mark:
AVANTAX RETIREMENT PLAN SERVICES
25
Serial #:
98166865
Filing Dt:
09/06/2023
Reg #:
NONE
Reg. Dt:
Mark:
AVANTAX INTELLIGENT PLANNING
26
Serial #:
98166869
Filing Dt:
09/06/2023
Reg #:
NONE
Reg. Dt:
Mark:
AVANTAX INTELLIGENT PLANNING
Assignors
1
1ST GLOBAL, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
TEXAS
2
AVANTAX, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
DELAWARE
3
AVANTAX WEALTH MANAGEMENT, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
TEXAS
4
AWM DATA, LLC
Exec Dt:
11/27/2023
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee
1
UBS AG, STAMFORD BRANCH, AS COLLATERAL AGENT
600 WASHINGTON BOULEVARD
STAMFORD, CONNECTICUT 06901
Entity Type:
AKTIENGESELLSCHAFT (AG)
Citizenship:
SWITZERLAND
Correspondence name and address
JAVIER J. RAMOS, ESQ.
1850 K STREET, NW, SUITE 1100
MILBANK, LLP
WASHINGTON, DC 20006

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