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Trademark Assignment Details

Reel/Frame:8280/0503 View Recorded Assignment View Recorded Assignment   Pages: 10
    Recorded: 12/06/2023
Attorney Dkt #:30045.00642
Conveyance: SECURITY INTEREST
Total properties: 59
1
Serial #:
75025932
Filing Dt:
11/30/1995
Reg #:
2047321
Reg. Dt:
03/25/1997
Mark:
HD VEST FINANCIAL SERVICES
2
Serial #:
75129498
Filing Dt:
07/03/1996
Reg #:
2194574
Reg. Dt:
10/13/1998
Mark:
PRIMESWEEP
3
Serial #:
75883958
Filing Dt:
12/30/1999
Reg #:
2415760
Reg. Dt:
12/26/2000
Mark:
VESTADVISOR
4
Serial #:
76403377
Filing Dt:
05/02/2002
Reg #:
4342766
Reg. Dt:
05/28/2013
Mark:
SUMMIT COMMUNITY BANK
5
Serial #:
76487179
Filing Dt:
02/04/2003
Reg #:
2932354
Reg. Dt:
03/15/2005
Mark:
MATRIX
6
Serial #:
76495138
Filing Dt:
03/06/2003
Reg #:
3403949
Reg. Dt:
04/01/2008
Mark:
1ST GLOBAL
7
Serial #:
76519933
Filing Dt:
05/23/2003
Reg #:
4638801
Reg. Dt:
11/18/2014
Mark:
SUMMIT FINANCIAL GROUP
8
Serial #:
76602898
Filing Dt:
07/16/2004
Reg #:
3047858
Reg. Dt:
01/24/2006
Mark:
INVESTORS CAPITAL HOLDINGS
9
Serial #:
76603171
Filing Dt:
07/19/2004
Reg #:
3066881
Reg. Dt:
03/07/2006
Mark:
INVESTORS CAPITAL
10
Serial #:
77429724
Filing Dt:
03/24/2008
Reg #:
3671163
Reg. Dt:
08/18/2009
Mark:
8 WEALTH MANAGEMENT ISSUES
11
Serial #:
77532815
Filing Dt:
07/28/2008
Reg #:
3764318
Reg. Dt:
03/23/2010
Mark:
FLEXINSURED ACCOUNT
12
Serial #:
77663930
Filing Dt:
02/05/2009
Reg #:
3724746
Reg. Dt:
12/15/2009
Mark:
METHOD 10
13
Serial #:
77843508
Filing Dt:
10/07/2009
Reg #:
3912040
Reg. Dt:
01/25/2011
Mark:
SMARTWORKS
14
Serial #:
77942067
Filing Dt:
02/23/2010
Reg #:
3953295
Reg. Dt:
05/03/2011
Mark:
CETERA FINANCIAL GROUP
15
Serial #:
85016918
Filing Dt:
04/19/2010
Reg #:
3953736
Reg. Dt:
05/03/2011
Mark:
C CETERA FINANCIAL GROUP
16
Serial #:
85021919
Filing Dt:
04/23/2010
Reg #:
3907114
Reg. Dt:
01/18/2011
Mark:
REP ON DEMAND
17
Serial #:
85204976
Filing Dt:
12/23/2010
Reg #:
4165371
Reg. Dt:
06/26/2012
Mark:
SMARTWORKS ADVISER
18
Serial #:
85389506
Filing Dt:
08/04/2011
Reg #:
4400652
Reg. Dt:
09/10/2013
Mark:
CONNECT2CLIENTS
19
Serial #:
85415379
Filing Dt:
09/06/2011
Reg #:
4227341
Reg. Dt:
10/16/2012
Mark:
ICONNECT2INVEST
20
Serial #:
85433961
Filing Dt:
09/28/2011
Reg #:
4195933
Reg. Dt:
08/21/2012
Mark:
XMA
21
Serial #:
85556889
Filing Dt:
02/29/2012
Reg #:
4393223
Reg. Dt:
08/27/2013
Mark:
VESTADVISOR SELECT
22
Serial #:
85578791
Filing Dt:
03/23/2012
Reg #:
4498626
Reg. Dt:
03/18/2014
Mark:
BLUCORA
23
Serial #:
85653680
Filing Dt:
06/15/2012
Reg #:
4386540
Reg. Dt:
08/20/2013
Mark:
C
24
Serial #:
85653688
Filing Dt:
06/15/2012
Reg #:
4386541
Reg. Dt:
08/20/2013
Mark:
CETERA
25
Serial #:
85653699
Filing Dt:
06/15/2012
Reg #:
4386542
Reg. Dt:
08/20/2013
Mark:
C CETERA
26
Serial #:
85792185
Filing Dt:
11/30/2012
Reg #:
4417333
Reg. Dt:
10/15/2013
Mark:
1ST GLOBAL RESEARCH & CONSULTING
27
Serial #:
85796937
Filing Dt:
12/06/2012
Reg #:
4476961
Reg. Dt:
02/04/2014
Mark:
THE FINANCIAL SERVICES FIRM OF TAX PROFESSIONALS
28
Serial #:
85974525
Filing Dt:
07/01/2013
Reg #:
4689345
Reg. Dt:
02/17/2015
Mark:
DATAPAK
29
Serial #:
86036709
Filing Dt:
08/13/2013
Reg #:
4501486
Reg. Dt:
03/25/2014
Mark:
MANAGED WEALTH ADVANTAGE
30
Serial #:
86149491
Filing Dt:
12/20/2013
Reg #:
4648020
Reg. Dt:
12/02/2014
Mark:
1040 ANALYST
31
Serial #:
86222883
Filing Dt:
03/17/2014
Reg #:
4664849
Reg. Dt:
12/30/2014
Mark:
PENTAMETER
32
Serial #:
86529660
Filing Dt:
02/10/2015
Reg #:
5010645
Reg. Dt:
08/02/2016
Mark:
1040 ANALYST
33
Serial #:
86653538
Filing Dt:
06/05/2015
Reg #:
4887018
Reg. Dt:
01/12/2016
Mark:
IC2I
34
Serial #:
86903088
Filing Dt:
02/10/2016
Reg #:
5261935
Reg. Dt:
08/08/2017
Mark:
1040 PROSPECTOR
35
Serial #:
86945467
Filing Dt:
03/18/2016
Reg #:
5099168
Reg. Dt:
12/13/2016
Mark:
PENTAMETER FIVE MEASURES OF BUSINESS SUCCESS
36
Serial #:
86978636
Filing Dt:
02/10/2015
Reg #:
4970809
Reg. Dt:
05/31/2016
Mark:
1040 ANALYST
37
Serial #:
87295382
Filing Dt:
01/10/2017
Reg #:
5351985
Reg. Dt:
12/05/2017
Mark:
BLUVEST
38
Serial #:
87579339
Filing Dt:
08/22/2017
Reg #:
5863594
Reg. Dt:
09/17/2019
Mark:
D
39
Serial #:
87976488
Filing Dt:
11/18/2016
Reg #:
5403517
Reg. Dt:
02/13/2018
Mark:
ADVICEARCHITECT ECOSYSTEM
40
Serial #:
87977015
Filing Dt:
03/08/2017
Reg #:
5445179
Reg. Dt:
04/10/2018
Mark:
MYADVICEARCHITECT
41
Serial #:
87978425
Filing Dt:
06/16/2017
Reg #:
5582430
Reg. Dt:
10/09/2018
Mark:
ADVICE-CENTRIC EXPERIENCE
42
Serial #:
87980349
Filing Dt:
12/14/2017
Reg #:
5759226
Reg. Dt:
05/21/2019
Mark:
SEE THINGS IN HD
43
Serial #:
87981984
Filing Dt:
06/05/2018
Reg #:
6211579
Reg. Dt:
12/01/2020
Mark:
44
Serial #:
87981985
Filing Dt:
06/05/2018
Reg #:
6211580
Reg. Dt:
12/01/2020
Mark:
ADVICEWORKS
45
Serial #:
88284463
Filing Dt:
01/31/2019
Reg #:
5999940
Reg. Dt:
03/03/2020
Mark:
VOICE OF THE ADVISOR
46
Serial #:
88311944
Filing Dt:
02/22/2019
Reg #:
5916738
Reg. Dt:
11/19/2019
Mark:
DECIPHER
47
Serial #:
88383261
Filing Dt:
04/12/2019
Reg #:
6201268
Reg. Dt:
11/17/2020
Mark:
SETINCOME
48
Serial #:
88478796
Filing Dt:
06/18/2019
Reg #:
7218995
Reg. Dt:
11/14/2023
Mark:
AVANTAX
49
Serial #:
88650720
Filing Dt:
10/11/2019
Reg #:
6302233
Reg. Dt:
03/23/2021
Mark:
PARTNERWORKS
50
Serial #:
88774704
Filing Dt:
01/27/2020
Reg #:
6224011
Reg. Dt:
12/15/2020
Mark:
CAPITAL GAINS ANALYZER
51
Serial #:
88776558
Filing Dt:
01/28/2020
Reg #:
6224012
Reg. Dt:
12/15/2020
Mark:
TAX-LOSS HARVESTER
52
Serial #:
88776569
Filing Dt:
01/28/2020
Reg #:
6183646
Reg. Dt:
10/27/2020
Mark:
TSI TAX-SMART INVESTING
53
Serial #:
88977846
Filing Dt:
05/07/2019
Reg #:
6241750
Reg. Dt:
01/05/2021
Mark:
INVESTPATH
54
Serial #:
88981422
Filing Dt:
06/18/2019
Reg #:
6398089
Reg. Dt:
06/22/2021
Mark:
AVANTAX
55
Serial #:
90016282
Filing Dt:
06/23/2020
Reg #:
6343887
Reg. Dt:
05/04/2021
Mark:
SOCIAL SECURITY PLANNER
56
Serial #:
90237242
Filing Dt:
10/06/2020
Reg #:
6489927
Reg. Dt:
09/21/2021
Mark:
AVANTAX WEALTH MANAGEMENT
57
Serial #:
97364504
Filing Dt:
04/14/2022
Reg #:
7072599
Reg. Dt:
06/06/2023
Mark:
AVANTAX RETIREMENT PLAN SERVICES
58
Serial #:
98166865
Filing Dt:
09/06/2023
Reg #:
NONE
Reg. Dt:
Mark:
AVANTAX INTELLIGENT PLANNING
59
Serial #:
98166869
Filing Dt:
09/06/2023
Reg #:
NONE
Reg. Dt:
Mark:
AVANTAX INTELLIGENT PLANNING
Assignors
1
CETERA FINANCIAL HOLDINGS, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
DELAWARE
2
CETERA FINANCIAL GROUP, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
DELAWARE
3
SUMMIT FINANCIAL GROUP, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
FLORIDA
4
1ST GLOBAL, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
TEXAS
5
AVANTAX, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
DELAWARE
6
AVANTAX WEALTH MANAGEMENT, INC.
Exec Dt:
11/27/2023
Entity Type:
CORPORATION
Citizenship:
TEXAS
7
AWM DATA LLC
Exec Dt:
11/27/2023
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee
1
THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
2 N. LASALLE STREET, SUITE 700
CHICAGO, ILLINOIS 60602
Entity Type:
NATIONAL BANKING ASSOCIATION
Citizenship:
UNITED STATES
Correspondence name and address
JAVIER J. RAMOS, ESQ.
1850 K STREET, NW, SUITE 1100
MILBANK, LLP
WASHINGTON, DC 20006

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