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Trademark Assignment Abstract of Title

Total Assignments: 9
Serial #:
75785693
Filing Dt:
08/23/1999
Reg #:
2584276
Reg. Dt:
06/25/2002
Mark:
BAM ADVISOR SERVICES
Assignment: 1
Reel/Frame:
3474/0161   Recorded: 02/02/2007Pages: 7
Conveyance:
ASSIGNS THE ENTIRE INTEREST
Assignors:
BUCKINGHAM ASSET MANAGEMENT, INC
Exec Dt:
02/01/2007
Entity Type:
CORPORATION
Citizenship:
NONE
BAM ADVISOR SERVICES, LLC
Exec Dt:
02/01/2007
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NONE
BEMISTON INSURANCE SERVICES, LLC
Exec Dt:
02/01/2007
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NONE
Assignee:
BAM ADVISOR SERVICES, LLC
257 CENTRAL PARK WEST
NEW YORK, NEW YORK 10024
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NONE
Correspondent:
WEIL,GOTSHAL&MANGES C/O ALISON BORNSTEIN
100 FEDERAL STREET, 34TH FLOOR
BOSTON, MA 02110
Assignment: 2
Reel/Frame:
3475/0280   Recorded: 02/05/2007Pages: 14
Conveyance:
INTELLECTUAL PROPERTY SECURITY AGREEMENT
Assignors:
BUCKINGHAM ASSET MANAGEMENT. LLC
Exec Dt:
02/01/2007
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BAM ADVISOR SERVICES, LLC
Exec Dt:
02/01/2007
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
BAM RISK MANAGEMENT, LLC
Exec Dt:
02/01/2007
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 BANKING ASSOCIATION
Citizenship:
UNITED STATES
Correspondent:
SHANNON MCGUIRE
150 FEDERAL STREET
BINGHAM MCCUTCHEN LLP
BOSTON, MA 02110
Assignment: 3
Reel/Frame:
5019/0280   Recorded: 05/01/2013Pages: 11
Conveyance:
CORRECTIVE ASSIGNMENT TO CORRECT THE RECORDED ASSIGNMENT MADE EFFECTIVE FEBRUARY 2007 PREVIOUSLY RECORDED ON REEL 003474 FRAME 0167. ASSIGNOR(S) HEREBY CONFIRMS THE THE ASSIGNMENT FROM BUCKINGHAM MANAGEMENT INC. TO BAM ADVISOR SERVICES, LLC.
Assignor:
BUCKINGHAM ASSET MANAGEMENT, INC.
Exec Dt:
02/01/2007
Entity Type:
CORPORATION
Citizenship:
MISSOURI
Assignee:
BAM ADVISOR SERVICES, LLC
8182 MARYLAND AVE., SUITE 500
ST. LOUIS, MISSOURI 63105
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
HUSCH BLACKWELL LLP
190 CARONDELET PLAZA
ST. LOUIS, MO 63105
Assignment: 4
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: 5
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: 6
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
Assignment: 7
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: 8
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: 9
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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