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Trademark Assignment Abstract of Title

Total Assignments: 4
Serial #:
77266226
Filing Dt:
08/28/2007
Reg #:
3430151
Reg. Dt:
05/20/2008
Mark:
THE FINANCIAL BREAKTHROUGH PROGRAM
Assignment: 1
Reel/Frame:
4634/0001   Recorded: 09/30/2011Pages: 14
Conveyance:
INTELLECTUAL PROPERTY SECURITY AGREEMENT
Assignor:
HUFFORD ADVISORS, LLC
Exec Dt:
09/30/2011
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:
UNITED STATES
Correspondent:
LINDA A. SALERA
1 FEDERAL STREET
C/O BINGHAM MCCUTCHEN LLP
BOSTON, MA 02110
Assignment: 2
Reel/Frame:
4707/0076   Recorded: 01/30/2012Pages: 6
Conveyance:
TRADEMARK RELEASE
Assignor:
BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Exec Dt:
01/30/2012
Entity Type:
NATIONAL ASSOCIATION
Citizenship:
UNITED STATES
Assignees:
BUCKINGHAM ASSET MANAGEMENT, LLC
909 THIRD AVE., 12TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BAM ADVISOR SERVICES, LLC
909 THIRD AVE., 12TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BAM RISK MANAGEMENT, LLC
909 THIRD AVE., 12TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
FOCUS FINANCIAL PARTNERS, LLC
909 THIRD AVE., 12TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
HUFFORD ADVISORS, LLC (F/K/A HUFFORD FINANCIAL ADVISORS, LLC)
909 THIRD AVE., 12TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
LINDA A. SALERA
1 FEDERAL STREET
C/O BINGHAM MCCUTCHEN LLP
BOSTON, MA 02110
Assignment: 3
Reel/Frame:
4707/0136   Recorded: 01/30/2012Pages: 9
Conveyance:
TRADEMARK SECURITY AGREEMENT
Assignors:
FOCUS FINANCIAL PARTNERS, LLC
Exec Dt:
01/30/2012
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
CAPITAL ADVISORY GROUP, LLC
Exec Dt:
01/30/2012
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
STRATEGIC POINT HOLDINGS, LLC
Exec Dt:
01/30/2012
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BAM ADVISOR SERVICES, LLC
Exec Dt:
01/30/2012
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BUCKINGHAM ASSET MANAGEMENT, LLC
Exec Dt:
01/30/2012
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
HUFFORD ADVISORS, LLC
Exec Dt:
01/30/2012
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
THE COLONY GROUP, LLC
Exec Dt:
01/30/2012
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:
UNITED STATES
Correspondent:
LINDA A. SALERA
1 FEDERAL STREET
C/O BINGHAM MCCUTCHEN LLP
BOSTON, MA 02110
Assignment: 4
Reel/Frame:
6100/0062   Recorded: 07/05/2017Pages: 8
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
Assignees:
FOCUS FINANCIAL PARTNERS, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
CAPITAL ADVISORY GROUP, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
STRATEGIC POINT HOLDINGS, 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
BUCKINGHAM ASSET MANAGEMENT, LLC
825 THIRD AVENUE, 27TH FLOOR
NEW YORK, NEW YORK 10022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
HUFFORD ADVISORS, 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
Correspondent:
LINDA A. SALERA
ONE FEDERAL STREET
C/O MORGAN, LEWIS & BOCKIUS LLP
BOSTON, MA 02110

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