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Patent Assignment Assignee Details
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Assignee Name : FINANCIAL ENGINES, INC.
Total Assignments: 14
Assignment: 1
Reel/Frame:009092/0919   Pages: 3
Recorded: 03/25/1998
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
JONES, CHRISTOPHER L.
Exec Dt:
03/13/1998
2
SHARPE, WILLIAM F.
Exec Dt:
03/24/1998
3
SCOTT, JASON S.
Exec Dt:
03/13/1998
4
WATSON, JOHN G.
Exec Dt:
03/13/1998
5
MAGGIONCALDA, JEFF N.
Exec Dt:
03/19/1998
6
BEKAERT, GEERT
Exec Dt:
03/19/1998
7
GRENADIER, STEVEN R.
Exec Dt:
03/19/1998
8
PARK, RONALD T.
Exec Dt:
03/13/1998
Assignee
1
FINANCIAL ENGINES, INC.
SUITE 200
1804 EMBARCADERO ROAD
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
6021397
NONE
08982942
Correspondence name and address
BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN
MICHAEL A. DESANCTIS
12400 WILSHIRE BOULEVARD, 7TH FLOOR
LOS ANGELES, CA 90025
Assignment: 2
Reel/Frame:009094/0846   Pages: 3
Recorded: 04/06/1998
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
MAGGIONCALDA, JEFF N.
Exec Dt:
03/19/1998
2
JONES, CHRISTOPHER L.
Exec Dt:
03/13/1998
3
SHARPE, WILLIAM F.
Exec Dt:
03/24/1998
4
FINE, KEN
Exec Dt:
03/13/1998
5
TAUBER, ELLEN
Exec Dt:
03/13/1998
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO RD., SUITE 200
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
5918217
NONE
08988226
Correspondence name and address
BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN
MICHAEL A. DENSANCTIS
12400 WILSHIRE BLVD. 7TH FLOOR
LOS ANGELES, CA 90025
Assignment: 3
Reel/Frame:009210/0798   Pages: 3
Recorded: 05/20/1998
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
BEKAERT, GEERT
Exec Dt:
05/08/1998
2
GRENADIER, STEVEN R.
Exec Dt:
05/08/1998
3
JONES, CHRISTOPHER L.
Exec Dt:
04/22/1998
4
SCOTT, JASON S.
Exec Dt:
04/22/1998
5
WATSON, JOHN G.
Exec Dt:
04/22/1998
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD, SUITE 200
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
6125355
NONE
08982941
Correspondence name and address
BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN
JUDITH A. SZEPESI
12400 WILSHIRE BLVD., 7TH FLOOR
LOS ANGELES, CA 90025
Assignment: 4
Reel/Frame:009572/0815   Pages: 5
Recorded: 11/09/1998
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
SCOTT, JASON S.
Exec Dt:
11/04/1998
2
JONES, CHRISTOPHER L.
Exec Dt:
11/05/1998
3
SHEARER, JAMES W.
Exec Dt:
11/04/1998
4
WATSON, JOHN G.
Exec Dt:
11/02/1998
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD, SUITE 200
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
6292787
NONE
09151715
Correspondence name and address
BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN
MICHAEL ANTHONY DESANCTIS
12400 WILSHIRE BLVD., 7TH FLOOR
LOS ANGELES, CA 90025
Assignment: 5
Reel/Frame:016053/0099   Pages: 5
Recorded: 04/11/2005
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
SHEARER, JAMES W.
Exec Dt:
07/02/2001
2
WATSON, JOHN G.
Exec Dt:
07/02/2001
3
SCOTT, JASON S.
Exec Dt:
07/02/2001
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
7249081
US20020002521
09792258
Correspondence name and address
RAFAEL LUIS SANTOS
8735 SW 152ND AVE #294
MIAMI, FL 33193
Assignment: 6
Reel/Frame:012794/0061   Pages: 3
Recorded: 04/08/2002
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
SCOTT, JASON S.
Exec Dt:
03/26/2002
2
JONES, CHRISTOPHER L.
Exec Dt:
03/26/2002
3
SHEARER, JAMES W.
Exec Dt:
03/26/2002
4
WATSON, JOHN G.
Exec Dt:
03/26/2002
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD, SUITE 100
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
7321871
US20030078867
09955394
Correspondence name and address
BLAKELY, SOKOLOFF ET AL
MICHAEL A. DESANCTIS
12400 WILSHIRE BOULEVARFD, 7TH FLOOR
LOS ANGELES, CA 90025
Assignment: 7
Reel/Frame:014204/0511   Pages: 3
Recorded: 12/17/2003
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignor
1
SCOTT, JASON S.
Exec Dt:
09/22/2003
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD
SUITE 200
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
8200561
NONE
10404818
Correspondence name and address
FAEGRE & BENSON LLP
MICHAEL A. DESANCTIS
3200 WELLS FARGO CENTER
1700 LINCOLN STREET
DENVER, CO 80203-4532
Assignment: 8
Reel/Frame:020665/0086   Pages: 8
Recorded: 03/18/2008
Attorney Dkt #:FINA-000113
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
MAGGIONCALDA, JEFF N.
Exec Dt:
02/26/2008
2
JONES, CHRISTOPHER L.
Exec Dt:
02/25/2008
3
SHARPE, WILLIAM F.
Exec Dt:
02/23/2008
4
FINE, KEN
Exec Dt:
02/25/2008
5
TAUBER, ELLEN
Exec Dt:
02/21/2008
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
7774257
US20080154792
11933555
Correspondence name and address
HAMILTON, DESANCTIS & CHA LLP
225 UNION BOULEVARD
SUITE 305
LAKEWOOD, CO 80228
Assignment: 9
Reel/Frame:021032/0197   Pages: 7
Recorded: 06/03/2008
Attorney Dkt #:FINA.000710
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
SCOTT, JASON
Exec Dt:
04/22/2008
2
SCHWAB, JOSHUA DAVID
Exec Dt:
05/06/2008
3
WATSON, JOHN G.
Exec Dt:
04/22/2008
4
HU, WEI-YIN
Exec Dt:
04/22/2008
5
SHEARER, JAMES WILLIAM
Exec Dt:
04/22/2008
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
8200561
NONE
10404818
Correspondence name and address
HAMILTON, DESANCTIS & CHA LLP
FINANCIAL PLAZA AT UNION SQUARE
225 UNION BOULEVARD, SUITE 305
LAKEWOOD, CO 80228
Assignment: 10
Reel/Frame:023161/0267   Pages: 5
Recorded: 08/28/2009
Attorney Dkt #:FINA-001600
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
HU, WEI-YIN
Exec Dt:
08/27/2009
2
UPTON, DOLORES A.
Exec Dt:
08/28/2009
3
GITIN, IRENE
Exec Dt:
08/28/2009
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
NONE
US20110055115
12548840
Correspondence name and address
HAMILTON, DESANCTIS & CHA LLP
FINANCIAL PLAZA AT UNION SQUARE
225 UNION BOULEVARD, SUITE 305
LAKEWOOD, CO 80228
Assignment: 11
Reel/Frame:046474/0924   Pages: 6
Recorded: 07/26/2018
Conveyance: MERGER (SEE DOCUMENT FOR DETAILS).
Assignor
1
FINANCIAL ENGINES, INC.
Exec Dt:
02/15/2010
Assignee
1
FINANCIAL ENGINES, INC.
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Properties
 
Pat #
Pub #
Intl #
App #
 
Pat #
Pub #
Intl #
App #
 
Pat #
Pub #
Intl #
App #
 
6021397
NONE
08982942
 
5918217
NONE
08988226
 
6292787
NONE
09151715
 
6012044
NONE
09318047
 
7249081
US20020002521
09792258
 
7321871
US20030078867
09955394
 
8200561
NONE
10404818
 
7788155
US20060010060
11219513
 
7774257
US20080154792
11933555
 
7983975
US20080235154
12127000
 
7813989
US20090055327
12259429
Correspondence name and address
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210
Assignment: 12
Reel/Frame:025026/0929   Pages: 2
Recorded: 09/23/2010
Conveyance: RELEASE
Assignor
1
SILICON VALLEY BANK
Exec Dt:
09/21/2010
Assignee
1
FINANCIAL ENGINES, INC.
1804 EMBARCADERO RD.
PALO ALTO, CALIFORNIA 94303
Properties
 
Pat #
Pub #
Intl #
App #
 
Pat #
Pub #
Intl #
App #
 
Pat #
Pub #
Intl #
App #
 
6125355
NONE
08982941
 
6021397
NONE
08982942
 
5918217
NONE
08988226
 
6292787
NONE
09151715
 
6012044
NONE
09318047
 
7016870
NONE
09495982
 
7249081
US20020002521
09792258
 
7062458
US20020138386
09904707
 
7321871
US20030078867
09955394
 
7788155
US20060010060
11219513
Correspondence name and address
UCC DIRECT SERVICES
ATTN: 14080632
187 WOLF ROAD, SUITE 101
ALBANY, NY 12205
Assignment: 13
Reel/Frame:026681/0501   Pages: 5
Recorded: 08/01/2011
Attorney Dkt #:FINA-001710
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors
1
SCOTT, JASON S.
Exec Dt:
07/29/2011
2
INOUE, SHINICHIRO
Exec Dt:
07/29/2011
3
MAGGIONCALDA, JEFFREY N.
Exec Dt:
07/29/2011
4
RAMIREZ, DAVID
Exec Dt:
07/29/2011
5
HU, WEI-YIN
Exec Dt:
07/22/2011
6
WATSON, JOHN G.
Exec Dt:
08/01/2011
7
BOUDREAU, DAVID
Exec Dt:
07/29/2011
8
STEIN, GREGORY
Exec Dt:
07/29/2011
9
SHEARER, JAMES W.
Exec Dt:
07/28/2011
Assignee
1
FINANCIAL ENGINES, INC.
1801 EMBARCADERO ROAD
PALO ALTO, CALIFORNIA 94303
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
8725614
US20120185407
13195447
Correspondence name and address
MICHAEL A. DESANCTIS
225 UNION BLVD., STE 150
LAKEWOOD, CO 80228
Assignment: 14
Reel/Frame:043564/0962   Pages: 4
Recorded: 09/12/2017
Attorney Dkt #:41139
Conveyance: ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignor
1
TMFS HOLDINGS, LLC
Exec Dt:
09/08/2017
Assignee
1
FINANCIAL ENGINES, INC.
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Property
 
Pat #
Pub #
Intl #
App #
 
 
 
 
 
 
 
 
 
 
 
8224735
NONE
12693996
Correspondence name and address
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210

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