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Trademark Assignment Abstract of Title

Total Assignments: 11
Serial #:
87337991
Filing Dt:
02/16/2017
Reg #:
5487565
Reg. Dt:
06/05/2018
Mark:
PORTFOLIO TARGET
Assignment: 1
Reel/Frame:
6420/0584   Recorded: 08/22/2018Pages: 11
Conveyance:
SECURITY INTEREST
Assignors:
CLS INVESTMENTS, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
F T J FUNDCHOICE, L.L.C.
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
BLU GIANT, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
NORTHERN LIGHTS COMPLIANCE SERVICES, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
NORTHSTAR FINANCIAL SERVICES GROUP, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
ORION ADVISOR SERVICES, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
Assignee:
ANTARES CAPITAL LP, AS COLLATERAL AGENT
500 W MONROE STREET
CHICAGO, ILLINOIS 60661
Entity Type:
LIMITED PARTNERSHIP
Citizenship:
DELAWARE
Correspondent:
KRISTIN BROZOVIC C/O KATTEN
525 W MONROE ST
CHICAGO, IL 60661
Assignment: 2
Reel/Frame:
6427/0246   Recorded: 08/22/2018Pages: 11
Conveyance:
SECURITY INTEREST
Assignors:
CLS INVESTMENTS, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
F T J FUNDCHOICE, L.L.C.
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
BLU GIANT, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
NORTHERN LIGHTS COMPLIANCE SERVICES, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
NORTHSTAR FINANCIAL SERVICES GROUP, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
ORION ADVISOR SERVICES, LLC
Exec Dt:
05/25/2018
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
Assignee:
ANTARES CAPITAL LP, AS COLLATERAL AGENT
500 W MONROE STREET
CHICAGO, ILLINOIS 60661
Entity Type:
LIMITED PARTNERSHIP
Citizenship:
DELAWARE
Correspondent:
KRISTIN BROZOVIC C/O KATTEN
525 W MONROE ST
CHICAGO, IL 60661
Assignment: 3
Reel/Frame:
6896/0208   Recorded: 03/19/2020Pages: 7
Conveyance:
ENTITY CONVERSION
Assignor:
F T J FUNDCHOICE, L.L.C.
Exec Dt:
08/30/2019
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
MISSOURI
Assignee:
ORION PORTFOLIO SOLUTIONS, LLC
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
Correspondent:
ADAM WERNER
17605 WRIGHT STREET
OMAHA, NE 68130
Assignment: 4
Reel/Frame:
7061/0652   Recorded: 09/25/2020Pages: 11
Conveyance:
SECURITY INTEREST
Assignors:
ORION ADVISOR SOLUTIONS, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
ORION PORTFOLIO SOLUTIONS, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
BRINKER CAPITAL INVESTMENTS, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
ORION ADVISOR TECHNOLOGY, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
NORTHSTAR FINANCIAL SERVICES GROUP, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
NORTHSTAR FINANCIAL SERVICES GROUP, LLC - SERIES 2
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee:
CREDIT SUISSE, AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
11 MADISON AVENUE
NEW YORK, NEW YORK 10010
Entity Type:
AKTIENGESELLSCHAFT (AG)
Citizenship:
SWITZERLAND
Correspondent:
JORDAN FERNANDES, ESQ.
55 HUDSON YARDS
MILBANK, LLP
NEW YORK, NY 10001-2163
Assignment: 5
Reel/Frame:
7061/0589   Recorded: 09/25/2020Pages: 11
Conveyance:
SECURITY INTEREST
Assignors:
ORION ADVISOR SOLUTIONS, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
ORION PORTFOLIO SOLUTIONS, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
BRINKER CAPITAL INVESTMENTS, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
ORION ADVISOR TECHNOLOGY, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
NORTHSTAR FINANCIAL SERVICES GROUP, LLC
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
NORTHSTAR FINANCIAL SERVICES GROUP, LLC - SERIES 2
Exec Dt:
09/24/2020
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Assignee:
CREDIT SUISSE, AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
11 MADISON AVENUE
NEW YORK, NEW YORK 10010
Entity Type:
AKTIENGESELLSCHAFT (AG)
Citizenship:
SWITZERLAND
Correspondent:
JORDAN FERNANDES, ESQ.
55 HUDSON YARDS
MILBANK, LLP
NEW YORK, NY 10001-2163
Assignment: 6
Reel/Frame:
7063/0134   Recorded: 09/25/2020Pages: 9
Conveyance:
RELEASE BY SECURED PARTY
Assignor:
ANTARES CAPITAL LP, AS COLLATERAL AGENT
Exec Dt:
09/24/2020
Entity Type:
LIMITED PARTNERSHIP
Citizenship:
DELAWARE
Assignees:
CLS INVESTMENTS, LLC (NOW BRINKER CAPITAL INVESTMENTS, LLC)
1055 WESTLAKES DRIVE, SUITE 250
BERWYN, PENNSYLVANIA 19312
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
ORION PORTFOLIO SOLUTIONS, LLC (F/K/A F T J FUNDCHOICE, L.L.C.)
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
ORION ADVISOR TECHNOLOGY, LLC (FKA ORION ADVISOR SERVICES, LLC)
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
NORTHSTAR FINANCIAL SERVICES GROUP, LLC
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
ORION ADVISOR SOLUTIONS, LLC (F/K/A NORTHSTAR EYBA, LLC)
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
JORDAN FERNANDES, ESQ.
55 HUDSON YARDS
MILBANK, LLP
NEW YORK, NY 10001-2163
Assignment: 7
Reel/Frame:
8107/0656   Recorded: 01/03/2023Pages: 6
Conveyance:
ASSIGNS THE ENTIRE INTEREST
Assignor:
ORION PORTFOLIO SOLUTIONS, LLC
Exec Dt:
12/31/2022
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
Assignee:
ORION ADVISOR SOLUTIONS, INC.
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Correspondent:
MATTHEW S. MAKOVER
WILLKIE FARR & GALLAGHER LLP
787 SEVENTH AVENUE
NEW YORK, NY 10019
Assignment: 8
Reel/Frame:
7936/0913   Recorded: 01/03/2023Pages: 6
Conveyance:
PARTIAL RELEASE OF SECURITY INTEREST
Assignor:
CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Exec Dt:
12/31/2022
Entity Type:
AKTIENGESELLSCHAFT (AG)
Citizenship:
SWITZERLAND
Assignees:
ORION PORTFOLIO SOLUTIONS, LLC
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
ORION ADVISOR SOLUTIONS, LLC
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
JAVIER J. RAMOS
1850 K STREET, NW, SUITE 1100
MILBANK, LLP
WASHINGTON, DC 20006
Assignment: 9
Reel/Frame:
7952/0916   Recorded: 01/03/2023Pages: 6
Conveyance:
PARTIAL RELEASE OF SECURITY INTEREST
Assignor:
CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Exec Dt:
12/31/2022
Entity Type:
AKTIENGESELLSCHAFT (AG)
Citizenship:
SWITZERLAND
Assignees:
ORION PORTFOLIO SOLUTIONS, LLC
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
NEBRASKA
ORION ADVISOR SOLUTIONS, LLC
17605 WRIGHT STREET
OMAHA, NEBRASKA 68130
Entity Type:
LIMITED LIABILITY COMPANY
Citizenship:
DELAWARE
Correspondent:
JAVIER J. RAMOS
1850 K STREET, NW, SUITE 1100
MILBANK, LLP
WASHINGTON, DC 20006
Assignment: 10
Reel/Frame:
7953/0419   Recorded: 01/03/2023Pages: 6
Conveyance:
SECURITY INTEREST
Assignor:
ORION ADVISOR SOLUTIONS, INC.
Exec Dt:
01/03/2023
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Assignee:
CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
11 MADISON AVENUE
NEW YORK, NEW YORK 10010
Entity Type:
AKTIENGESELLSCHAFT (AG)
Citizenship:
SWITZERLAND
Correspondent:
JAVIER J. RAMOS
1850 K STREET, NW, SUITE 1100
MILBANK, LLP
WASHINGTON, DC 20006
Assignment: 11
Reel/Frame:
7953/0117   Recorded: 01/03/2023Pages: 6
Conveyance:
SECURITY INTEREST
Assignor:
ORION ADVISOR SOLUTIONS, INC.
Exec Dt:
01/03/2023
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Assignee:
CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
11 MADISON AVENUE
NEW YORK, NEW YORK 10010
Entity Type:
AKTIENGESELLSCHAFT (AG)
Citizenship:
SWITZERLAND
Correspondent:
JAVIER J. RAMOS
1850 K STREET, NW, SUITE 1100
MILBANK, LLP
WASHINGTON, DC 20006

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