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Patent Assignment Assignor Details

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Assignor Name : FINANCIAL ENGINES, INC.

Total Assignments: 5

Assignment: 1

Reel/Frame:	019102/0571			Pages:	9
		Recorded:	04/03/2007
Attorney Dkt #:	S4137-0087
Conveyance:	SECURITY AGREEMENT

Assignor

FINANCIAL ENGINES, INC.

Exec Dt:

02/01/2007

Assignee

SILICON VALLEY BANK

3003 TASMAN DRIVE

SANTA CLARA, CALIFORNIA 95054

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
8200561	NONE		10404818	7788155	US20060010060		11219513

Correspondence name and address
	JODY HAWKE
	1000 WILSHIRE BOULEVARD, SUITE 1500
	LOS ANGELES, CA 90017-2457

Assignment: 2

Reel/Frame:	046474/0924			Pages:	6
		Recorded:	07/26/2018
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

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: 3

Reel/Frame:	046642/0370			Pages:	8
		Recorded:	07/27/2018
Conveyance:	ENTITY CONVERSION

Assignor

FINANCIAL ENGINES, INC.

Exec Dt:

07/19/2018

Assignee

FINANCIAL ENGINES, LLC

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	8224735	NONE		12693996

Correspondence name and address
	ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
	10801 MASTIN BLVD.
	SUITE 1000
	OVERLAND PARK, KS 66210

Assignment: 4

Reel/Frame:	046596/0610			Pages:	8
		Recorded:	07/20/2018
Attorney Dkt #:	F178184 1L PAT IPSA
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

Properties

Pat #	Pub #	Intl #	App #	Pat #	Pub #	Intl #	App #	Pat #	Pub #	Intl #	App #
6292787	NONE		09151715	6064986	NONE		09233169	6012044	NONE		09318047
7016870	NONE		09495982	7249081	US20020002521		09792258	7062458	US20020138386		09904707
7321871	US20030078867		09955394	8200561	NONE		10404818	7788155	US20060010060		11219513
7774257	US20080154792		11933555	7983975	US20080235154		12127000	7813989	US20090055327		12259429
8224735	NONE		12693996	8725614	US20120185407		13195447

Correspondence name and address
	JAY DASILVA
	1025 VERMONT AVE NW, SUITE 1130
	COGENCY GLOBAL INC.
	WASHINGTON, DC 20005

Assignment: 5

Reel/Frame:	046596/0451			Pages:	8
		Recorded:	07/20/2018
Attorney Dkt #:	F178184 2L PAT IPSA
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

Properties

Pat #	Pub #	Intl #	App #	Pat #	Pub #	Intl #	App #	Pat #	Pub #	Intl #	App #
6292787	NONE		09151715	6064986	NONE		09233169	6012044	NONE		09318047
7016870	NONE		09495982	7249081	US20020002521		09792258	7062458	US20020138386		09904707
7321871	US20030078867		09955394	8200561	NONE		10404818	7788155	US20060010060		11219513
7774257	US20080154792		11933555	7983975	US20080235154		12127000	7813989	US20090055327		12259429
8224735	NONE		12693996	8725614	US20120185407		13195447

Correspondence name and address
	JAY DASILVA
	1025 VERMONT AVE NW, SUITE 1130
	COGENCY GLOBAL INC.
	WASHINGTON, DC 20005

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