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Trademark Assignment Abstract of Title

Total Assignments: 6
Serial #:
85391794
Filing Dt:
08/08/2011
Reg #:
4302160
Reg. Dt:
03/12/2013
Mark:
INVESTING SENSE
Assignment: 1
Reel/Frame:
5420/0571   Recorded: 12/16/2014Pages: 5
Conveyance:
ASSIGNS THE ENTIRE INTEREST
Assignor:
THE SMITH ADVISORY GROUP, LLC
Exec Dt:
12/03/2014
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
INDIANA
Assignee:
TMFS HOLDINGS, LLC
7301 COLLEGE BOULEVARD
SUITE 220
OVERLAND PARK, KANSAS 66210
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210
Assignment: 2
Reel/Frame:
6158/0685   Recorded: 09/12/2017Pages: 6
Conveyance:
ASSIGNS THE ENTIRE INTEREST
Assignor:
TMFS HOLDINGS, LLC
Exec Dt:
09/08/2017
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee:
FINANCIAL ENGINES, INC.
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Correspondent:
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210
Assignment: 3
Reel/Frame:
6392/0654   Recorded: 07/26/2018Pages: 8
Conveyance:
ENTITY CONVERSION
Assignor:
FINANCIAL ENGINES, INC.
Exec Dt:
07/19/2018
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Assignee:
FINANCIAL ENGINES, LLC
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210
Assignment: 4
Reel/Frame:
6386/0607   Recorded: 07/20/2018Pages: 10
Conveyance:
FIRST LIEN TRADEMARK SECURITY AGREEMENT
Assignors:
EDELMAN FINANCIAL SERVICES, LLC
Exec Dt:
07/19/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
FINANCIAL ENGINES, INC.
Exec Dt:
07/19/2018
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Assignee:
MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
1300 THAMES STREET, THAMES STREET WHARF
BALTIMORE, MARYLAND 21231
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Correspondent:
JAY DASILVA
1025 VERMONT AVE NW, SUITE 1130
COGENCY GLOBAL INC.
WASHINGTON, DC 20005
Assignment: 5
Reel/Frame:
6386/0617   Recorded: 07/20/2018Pages: 10
Conveyance:
SECOND LIEN TRADEMARK SECURITY AGREEMENT
Assignors:
EDELMAN FINANCIAL SERVICES, LLC
Exec Dt:
07/19/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
FINANCIAL ENGINES, INC.
Exec Dt:
07/19/2018
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Assignee:
JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
CIB DMO WLO, MAIL CODE NY1-C413, 4CMC
BROOKLYN, NEW YORK 11245-0001
Entity Type:
BANK
Citizenship:
OHIO
Correspondent:
JAY DASILVA
1025 VERMONT AVE NW, SUITE 1130
COGENCY GLOBAL INC.
WASHINGTON, DC 20005
Assignment: 6
Reel/Frame:
6490/0832   Recorded: 11/19/2018Pages: 5
Conveyance:
CHANGE OF NAME
Assignor:
FINANCIAL ENGINES, LLC
Exec Dt:
10/31/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee:
EDELMAN FINANCIAL ENGINES, LLC
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210

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