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Trademark Assignment Details

Reel/Frame:7149/0983 View Recorded Assignment View Recorded Assignment   Pages: 10
    Recorded: 12/30/2020
Attorney Dkt #:20664705
Conveyance: SECURITY INTEREST
Total properties: 36
1
Serial #:
76648291
Filing Dt:
10/11/2005
Reg #:
3216812
Reg. Dt:
03/13/2007
Mark:
EWEALTHMANAGER
2
Serial #:
78389078
Filing Dt:
03/23/2004
Reg #:
2936381
Reg. Dt:
03/29/2005
Mark:
MASTERY PROGRAM
3
Serial #:
78774471
Filing Dt:
12/15/2005
Reg #:
3186472
Reg. Dt:
12/19/2006
Mark:
OBS FINANCIAL
4
Serial #:
85042144
Filing Dt:
05/19/2010
Reg #:
3900274
Reg. Dt:
01/04/2011
Mark:
DIAS
5
Serial #:
85153279
Filing Dt:
10/15/2010
Reg #:
4069581
Reg. Dt:
12/13/2011
Mark:
THE COMPLEAT ADVISOR
6
Serial #:
85244530
Filing Dt:
02/17/2011
Reg #:
4155087
Reg. Dt:
06/05/2012
Mark:
GUIDEMARK
7
Serial #:
85244533
Filing Dt:
02/17/2011
Reg #:
4155088
Reg. Dt:
06/05/2012
Mark:
GUIDEPATH
8
Serial #:
85397195
Filing Dt:
08/12/2011
Reg #:
4118652
Reg. Dt:
03/27/2012
Mark:
9
Serial #:
85967060
Filing Dt:
06/21/2013
Reg #:
4744216
Reg. Dt:
05/26/2015
Mark:
SAVOS
10
Serial #:
86091173
Filing Dt:
10/14/2013
Reg #:
4676341
Reg. Dt:
01/20/2015
Mark:
ASSETMARK
11
Serial #:
86091175
Filing Dt:
10/14/2013
Reg #:
4676342
Reg. Dt:
01/20/2015
Mark:
ASSETMARK
12
Serial #:
86137653
Filing Dt:
12/06/2013
Reg #:
4761118
Reg. Dt:
06/23/2015
Mark:
ASSETMARK
13
Serial #:
86137663
Filing Dt:
12/06/2013
Reg #:
4631224
Reg. Dt:
11/04/2014
Mark:
ASSETMARK WEALTH. INDEPENDENCE. PURPOSE.
14
Serial #:
86137665
Filing Dt:
12/06/2013
Reg #:
4631225
Reg. Dt:
11/04/2014
Mark:
SAVOS INVESTMENTS
15
Serial #:
86137667
Filing Dt:
12/06/2013
Reg #:
4761119
Reg. Dt:
06/23/2015
Mark:
SAVOS
16
Serial #:
86197137
Filing Dt:
02/18/2014
Reg #:
4732846
Reg. Dt:
05/05/2015
Mark:
PURPOSE-BASED PLANNING
17
Serial #:
86197143
Filing Dt:
02/18/2014
Reg #:
4846748
Reg. Dt:
11/03/2015
Mark:
PURPOSE-BASED PLANNING
18
Serial #:
86234754
Filing Dt:
03/27/2014
Reg #:
4693613
Reg. Dt:
02/24/2015
Mark:
VALUE MAXIMIZATION INDEX
19
Serial #:
86234755
Filing Dt:
03/27/2014
Reg #:
4690145
Reg. Dt:
02/17/2015
Mark:
VALUE MAXIMIZATION INDEX
20
Serial #:
86294248
Filing Dt:
05/28/2014
Reg #:
4847029
Reg. Dt:
11/03/2015
Mark:
LEAD WITH PURPOSE
21
Serial #:
86354360
Filing Dt:
07/31/2014
Reg #:
5095907
Reg. Dt:
12/06/2016
Mark:
ASSETMARK BROKERAGE
22
Serial #:
86354362
Filing Dt:
07/31/2014
Reg #:
5443540
Reg. Dt:
04/10/2018
Mark:
ASSETMARK GIVING FUND
23
Serial #:
86450297
Filing Dt:
11/10/2014
Reg #:
5010560
Reg. Dt:
08/02/2016
Mark:
PREMIER CONSULTANT
24
Serial #:
86583374
Filing Dt:
03/31/2015
Reg #:
4944391
Reg. Dt:
04/26/2016
Mark:
ARIS
25
Serial #:
87011471
Filing Dt:
04/22/2016
Reg #:
5211986
Reg. Dt:
05/30/2017
Mark:
ASSETMARK PORTFOLIOENGINE
26
Serial #:
87011474
Filing Dt:
04/22/2016
Reg #:
5211987
Reg. Dt:
05/30/2017
Mark:
ASSETMARK PORTFOLIOENGINE
27
Serial #:
87011479
Filing Dt:
04/22/2016
Reg #:
5211988
Reg. Dt:
05/30/2017
Mark:
ASSETMARK PORTFOLIOENGINE
28
Serial #:
87011481
Filing Dt:
04/22/2016
Reg #:
5211989
Reg. Dt:
05/30/2017
Mark:
ASSETMARK PORTFOLIOENGINE
29
Serial #:
87267573
Filing Dt:
12/13/2016
Reg #:
5305170
Reg. Dt:
10/10/2017
Mark:
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
30
Serial #:
87267576
Filing Dt:
12/13/2016
Reg #:
5305171
Reg. Dt:
10/10/2017
Mark:
CASH ADVANTAGE AN ASSETMARK TRUST COMPANY SERVICE
31
Serial #:
87337238
Filing Dt:
02/15/2017
Reg #:
5305568
Reg. Dt:
10/10/2017
Mark:
ASSETMARK RETIREMENT SERVICES
32
Serial #:
88233565
Filing Dt:
12/18/2018
Reg #:
6201074
Reg. Dt:
11/17/2020
Mark:
ASSETMARK GUIDED INCOME SOLUTIONS
33
Serial #:
88585309
Filing Dt:
08/20/2019
Reg #:
6701977
Reg. Dt:
04/12/2022
Mark:
ASSETMARK ADVISOR MANAGED PORTFOLIOS
34
Serial #:
88875450
Filing Dt:
04/16/2020
Reg #:
6412429
Reg. Dt:
07/06/2021
Mark:
SAVOS PERSONAL PORTFOLIOS
35
Serial #:
88875451
Filing Dt:
04/16/2020
Reg #:
6732371
Reg. Dt:
05/24/2022
Mark:
ASSETMARK INSTITUTIONAL
36
Serial #:
88951093
Filing Dt:
06/05/2020
Reg #:
6298496
Reg. Dt:
03/23/2021
Mark:
INVESTING EVOLVED
Assignors
1
ASSETMARK, INC.
Exec Dt:
12/30/2020
Entity Type:
CORPORATION
Citizenship:
CALIFORNIA
2
OBS HOLDINGS, INC.
Exec Dt:
12/30/2020
Entity Type:
CORPORATION
Citizenship:
OHIO
3
OBS FINANCIAL SERVICES, INC.
Exec Dt:
12/30/2020
Entity Type:
CORPORATION
Citizenship:
DELAWARE
Assignee
1
BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
115 SOUTH LASALLE STREET
ATTENTION: AMY PRAGER
CHICAGO, ILLINOIS 60603
Entity Type:
CHARTERED BANK
Citizenship:
CANADA
Correspondence name and address
WILLIAM R. SIEGEL, MAYER BROWN LLP
71 S. WACKER DRIVE
CHICAGO, IL 60606

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