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Trademark Assignment Abstract of Title

Total Assignments: 7
Serial #:
76479083
Filing Dt:
12/20/2002
Reg #:
2812501
Reg. Dt:
02/10/2004
Mark:
THE WEALTH & BEYOND PROGRAM
Assignment: 1
Reel/Frame:
5485/0246   Recorded: 03/25/2015Pages: 3
Conveyance:
CHANGE OF NAME
Assignor:
FOORD, VAN BRUGGEN & EBERSOLE
Exec Dt:
03/15/2015
Entity Type:
CORPORATION
Citizenship:
CALIFORNIA
Assignees:
FOORD, ELFRENA
2255 WATT AVE. SUITE 300
SACRAMENTO, CALIFORNIA 95825
Entity Type:
INDIVIDUAL
Citizenship:
UNITED STATES
VAN BRUGGEN, CAROL
2255 WATT AVE. SUITE 300
SACRAMENTO, CALIFORNIA 95825
Entity Type:
INDIVIDUAL
Citizenship:
UNITED STATES
EBERSOLE, CHUCK
2255 WATT AVE. SUITE 310
SACRAMENTO, CALIFORNIA 95825
Entity Type:
INDIVIDUAL
Citizenship:
UNITED STATES
PAJAK, LAURA
2255 WATT AVE. SUITE 300
SACRAMENTO, CALIFORNIA 95825
Entity Type:
INDIVIDUAL
Citizenship:
UNITED STATES
Correspondent:
CHUCK EBERSOLE
2255 WATT AVE. SUITE 300
SACRAMENTO, CA 95825
Assignment: 2
Reel/Frame:
5907/0459   Recorded: 10/26/2016Pages: 7
Conveyance:
TRADEMARK ASSIGNMENT AGREEMENT
Assignors:
EBERSOLE, CHUCK
Exec Dt:
10/06/2016
Entity Type:
INDIVIDUAL
Citizenship:
UNITED STATES
FOORD, ELFRENA
Exec Dt:
10/06/2016
Entity Type:
INDIVIDUAL
Citizenship:
UNITED STATES
VAN BRUGGEN, CAROL
Exec Dt:
10/06/2016
Entity Type:
INDIVIDUAL
Citizenship:
UNITED STATES
PAJAK, LAURA HARGER
Exec Dt:
10/06/2016
Entity Type:
INDIVIDUAL
Citizenship:
UNITED STATES
Assignee:
HOYLECOHEN, LLC
825 THIRD AVENUE, 27TH FLOOR
C/O FOCUS FINANCIAL PARTNERS LLC
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
LINDA A. SALERA
ONE FEDERAL STREET
C/O MORGAN, LEWIS & BOCKIUS LLP
BOSTON, MA 02110
Assignment: 3
Reel/Frame:
5929/0180   Recorded: 11/29/2016Pages: 7
Conveyance:
TRADEMARK SECURITY AGREEMENT SUPPLEMENT
Assignor:
HOYLECOHEN, LLC
Exec Dt:
10/06/2016
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee:
BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
100 FEDERAL STREET
BOSTON, MASSACHUSETTS 02110
Entity Type:
NATIONAL ASSOCIATION
Citizenship:
DELAWARE
Correspondent:
LINDA A. SALERA
ONE FEDERAL STREET
C/O MORGAN, LEWIS & BOCKIUS LLP
BOSTON, MA 02110
Assignment: 4
Reel/Frame:
6098/0850   Recorded: 07/05/2017Pages: 5
Conveyance:
TRADEMARK RELEASE
Assignor:
BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Exec Dt:
07/03/2017
Entity Type:
NATIONAL BANKING ASSOCIATION
Citizenship:
UNITED STATES
Assignee:
HOYLECOHEN, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
LINDA A. SALERA
ONE FEDERAL STREET
C/O MORGAN, LEWIS & BOCKIUS LLP
BOSTON, MA 02110
Assignment: 5
Reel/Frame:
6097/0600   Recorded: 07/03/2017Pages: 13
Conveyance:
SECURITY INTEREST
Assignor:
FOCUS FINANCIAL PARTNERS, LLC
Exec Dt:
07/03/2017
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee:
ROYAL BANK OF CANADA, AS THE AGENT
20 KING STREET WEST, 4TH FLOOR
TORONTO, CANADA M5H1C4
Entity Type:
BANK
Citizenship:
CANADA
Correspondent:
CHRISTINE DIONNE C/O PAUL HASTINGS LLP
200 PARK AVENUE, 4TH FLOOR
NEW YORK, NY 10166
Assignment: 6
Reel/Frame:
6097/0615   Recorded: 07/03/2017Pages: 13
Conveyance:
SECURITY INTEREST
Assignor:
FOCUS FINANCIAL PARTNERS, LLC
Exec Dt:
07/03/2017
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee:
ROYAL BANK OF CANADA, AS THE AGENT
20 KING STREET WEST, 4TH FLOOR
TORONTO, CANADA M5H 1C4
Entity Type:
BANK
Citizenship:
CANADA
Correspondent:
CHRISTINE DIONNE C/O PAUL HASTINGS LLP
200 PARK AVENUE, 28TH FLOOR
NEW YORK, NY 10166
Assignment: 7
Reel/Frame:
6396/0653   Recorded: 07/30/2018Pages: 14
Conveyance:
RELEASE OF SECURITY INTEREST IN TRADEMARKS (SECOND LIEN)
Assignor:
ROYAL BANK OF CANADA
Exec Dt:
07/30/2018
Entity Type:
BANK
Citizenship:
CANADA
Assignees:
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BAM ADVISOR SERVICES, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BEIRNE WEALTH CONSULTING SERVICES, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BUCKINGHAM ASSET MANAGEMENT, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
CARNICK & KUBIK GROUP, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
CFO4LIFE GROUP, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
DOUGLAS LANE & ASSOCIATES, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
THE FIDUCIARY GROUP, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
FOCUS FINANCIAL PARTNERS, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
FORT PITT CAPITAL GROUP, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
GYL FINANCIAL SYNERGIES, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
HOYLECOHEN, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
KOVITZ INVESTMENT GROUP PARTNERS, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
JFS WEALTH ADVISORS, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
MERRIMAN WEALTH MANAGEMENT, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
THE COLONY GROUP, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
RELATIVE VALUE PARTNERS GROUP, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
RESNICK INVESTMENT ADVISORS, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
FI SERVICES HOLDINGS, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
TELEMUS CAPITAL, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
THE PORTFOLIO STRATEGY GROUP, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
VESTOR CAPITAL, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
XML FINANCIAL, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
LVW ADVISORS, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
ALANA GRAMER
C/O PAUL HASTINGS LLP
200 PARK AVENUE
NEW YORK, NY 10166

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