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Trademark Assignment Abstract of Title

Total Assignments: 7
Serial #:
76186784
Filing Dt:
12/27/2000
Reg #:
2684438
Reg. Dt:
02/04/2003
Mark:
WMS SOLUTIONS FOR WEALTH MANAGEMENT
Assignment: 1
Reel/Frame:
5764/0328   Recorded: 04/04/2016Pages: 8
Conveyance:
TRADEMARK ASSIGNMENT AGREEMENT
Assignor:
SOLUTIONS FOR WEALTH MANAGEMENT LLC
Exec Dt:
04/01/2016
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
ILLINOIS
Assignee:
SFWM ACQUISITION, 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: 2
Reel/Frame:
5764/0369   Recorded: 04/04/2016Pages: 5
Conveyance:
MERGER EFFECTIVE 04/01/2016
Assignor:
SFWM ACQUISITION, LLC
Exec Dt:
04/01/2016
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee:
BUCKINGHAM ASSET MANAGEMENT, 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:
5764/0520   Recorded: 04/04/2016Pages: 7
Conveyance:
TRADEMARK SECURITY AGREEMENT SUPPLEMENT
Assignor:
BUCKINGHAM ASSET MANAGEMENT, LLC
Exec Dt:
04/01/2016
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:
UNITED STATES
Correspondent:
LINDA A. SALERA
ONE FEDERAL STREET
C/O MORGAN, LEWIS & BOCKIUS LLP
BOSTON, MA 02110
Assignment: 4
Reel/Frame:
6098/0860   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:
BUCKINGHAM ASSET MANAGEMENT, 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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