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Patent Assignment Abstract of Title
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Total Assignments: 3
Patent #:
8725614
Issue Dt:
05/13/2014
Application #:
13195447
Filing Dt:
08/01/2011
Publication #:
20120185407
Pub Dt:
07/19/2012
Inventors:
Jason S. Scott, Shinichiro Inoue, Jeffrey N. Maggioncalda, David Ramirez, Wei-Yin Hu et al
Title:
CREATING AND MAINTAINING A PAYOUT-READY PORTFOLIO WITHIN AN INVESTMENT PLAN TO GENERATE A SUSTAINABLE INCOME STREAM
Assignment: 1
Reel/Frame:
026681/0501Recorded: 08/01/2011Pages: 5
Conveyance:
ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors:
SCOTT, JASON S.
Exec Dt:
07/29/2011
INOUE, SHINICHIRO
Exec Dt:
07/29/2011
MAGGIONCALDA, JEFFREY N.
Exec Dt:
07/29/2011
RAMIREZ, DAVID
Exec Dt:
07/29/2011
HU, WEI-YIN
Exec Dt:
07/22/2011
WATSON, JOHN G.
Exec Dt:
08/01/2011
BOUDREAU, DAVID
Exec Dt:
07/29/2011
STEIN, GREGORY
Exec Dt:
07/29/2011
SHEARER, JAMES W.
Exec Dt:
07/28/2011
Assignee:
FINANCIAL ENGINES, INC.
1801 EMBARCADERO ROAD
PALO ALTO, CALIFORNIA 94303
Correspondent:
MICHAEL A. DESANCTIS
225 UNION BLVD., STE 150
LAKEWOOD, CO 80228
Assignment: 2
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: 3
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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