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Patent Assignment Abstract of Title
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Total Assignments: 5
Patent #:
7774257
Issue Dt:
08/10/2010
Application #:
11933555
Filing Dt:
11/01/2007
Publication #:
20080154792
Pub Dt:
06/26/2008
Inventors:
Jeff N. Maggioncalda, Christopher L. Jones, William F. Sharpe, Ken Fine, Ellen Tauber
Title:
USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM
Assignment: 1
Reel/Frame:
020665/0086Recorded: 03/18/2008Pages: 8
Conveyance:
ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors:
MAGGIONCALDA, JEFF N.
Exec Dt:
02/26/2008
JONES, CHRISTOPHER L.
Exec Dt:
02/25/2008
SHARPE, WILLIAM F.
Exec Dt:
02/23/2008
FINE, KEN
Exec Dt:
02/25/2008
TAUBER, ELLEN
Exec Dt:
02/21/2008
Assignee:
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD
PALO ALTO, CALIFORNIA 94303
Correspondent:
HAMILTON, DESANCTIS & CHA LLP
225 UNION BOULEVARD
SUITE 305
LAKEWOOD, CO 80228
Assignment: 2
Reel/Frame:
046474/0924Recorded: 07/26/2018Pages: 6
Conveyance:
MERGER (SEE DOCUMENT FOR DETAILS).
Assignor:
FINANCIAL ENGINES, INC.
Exec Dt:
02/15/2010
Assignee:
FINANCIAL ENGINES, INC.
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Correspondent:
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210
Assignment: 3
Reel/Frame:
046642/0370Recorded: 07/27/2018Pages: 8
Conveyance:
ENTITY CONVERSION
Assignor:
FINANCIAL ENGINES, INC.
Exec Dt:
07/19/2018
Assignee:
FINANCIAL ENGINES, LLC
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Correspondent:
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210
Assignment: 4
Reel/Frame:
046596/0610Recorded: 07/20/2018Pages: 8
Conveyance:
FIRST LIEN PATENT SECURITY AGREEMENT
Assignors:
EDELMAN FINANCIAL SERVICES, LLC
Exec Dt:
07/19/2018
FINANCIAL ENGINES, INC.
Exec Dt:
07/19/2018
Assignee:
MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
1300 THAMES STREET, 4TH FLOOR, THAMES STREET WHARF
BALTIMORE, MARYLAND 21231
Correspondent:
JAY DASILVA
1025 VERMONT AVE NW, SUITE 1130
COGENCY GLOBAL INC.
WASHINGTON, DC 20005
Assignment: 5
Reel/Frame:
046596/0451Recorded: 07/20/2018Pages: 8
Conveyance:
SECOND LIEN PATENT SECURITY AGREEMENT
Assignors:
EDELMAN FINANCIAL SERVICES, LLC
Exec Dt:
07/19/2018
FINANCIAL ENGINES, INC.
Exec Dt:
07/19/2018
Assignee:
JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
CIB DMO WLO, MAIL CODE NY1-C413, 4CMC
BROOKLYN, NEW YORK 11245-0001
Correspondent:
JAY DASILVA
1025 VERMONT AVE NW, SUITE 1130
COGENCY GLOBAL INC.
WASHINGTON, DC 20005

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