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Patent Assignment Abstract of Title
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Total Assignments: 4
Patent #:
7729969
Issue Dt:
06/01/2010
Application #:
10372705
Filing Dt:
02/25/2003
Inventors:
Charles Raymond Smith III, Michael John Everett, Danette Kay Ponce et al
Title:
COORDINATED REBALANCING BY MONEY MANAGER PORTFOLIO MANAGEMENT SYSTEMS AND A MASTER OVERLAY MANAGER PORTFOLIO MANAGEMENT SYSTEM
Assignment: 1
Reel/Frame:
014831/0849Recorded: 06/06/2003Pages: 12
Conveyance:
ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors:
SMITH, CHARLES R., III
Exec Dt:
05/22/2003
EVERETT, MICHAEL J.
Exec Dt:
05/27/2003
PONCE, DANETTE K.
Exec Dt:
05/23/2003
ZYVITH, LAVINIA S.
Exec Dt:
05/22/2003
GONZALES, REO A.
Exec Dt:
05/22/2003
DERSTINE, HEIDI R.
Exec Dt:
05/23/2003
RISTOVIC, MIRJANA
Exec Dt:
05/22/2003
Assignee:
CHECKFREE CORPORATION
4411 EAST JONES BRIDGE RD.
NORCROSS, GEORGIA 30092
Correspondent:
ANTONELLI, TERRY, STOUT, ET AL.
ALFRED A. STADNICKI
1300 NORTH SEVENTEENTH STREET
SUITE 1800
ARLINGTON, VA 22209
Assignment: 2
Reel/Frame:
027696/0306Recorded: 02/13/2012Pages: 4
Conveyance:
ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignor:
CHECKFREE CORPORATION
Exec Dt:
12/31/2011
Assignee:
FISERV INVESTMENT SOLUTIONS, INC.
255 FISERV DRIVE
BROOKFIELD, WISCONSIN 53045
Correspondent:
SUTHERLAND ASBILL & BRENNAN LLP
999 PEACHTREE STREET NE
ATLANTA, GA 30309
Assignment: 3
Reel/Frame:
051841/0695Recorded: 02/18/2020Pages: 8
Conveyance:
SECURITY INTEREST (SEE DOCUMENT FOR DETAILS).
Assignor:
FISERV INVESTMENT SOLUTIONS, INC.
Exec Dt:
02/18/2020
Assignee:
CITIBANK N.A., AS COLLATERAL AGENT
388 GREENWICH STREET
NEW YORK, NEW YORK 10013
Correspondent:
LATHAM & WATKINS LLP C/O J. BAJADA-SILVA
885 THIRD AVENUE
NEW YORK, NY 10022
Assignment: 4
Reel/Frame:
058055/0094Recorded: 11/08/2021Pages: 7
Conveyance:
CHANGE OF NAME (SEE DOCUMENT FOR DETAILS).
Assignor:
FISERV INVESTMENT SOLUTIONS, INC.
Exec Dt:
03/17/2020
Assignee:
TEGRA118 WEALTH SOLUTIONS, INC.
700 N. SAN VICENTE BLVD., SUITE G605
WEST HOLLYWOOD, CALIFORNIA 90069
Correspondent:
PATENT INGENUITY, P.C.
9701 WILSHIRE BOULEVARD, SUITE 1000
BEVERLY HILLS, CA 90212

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