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Patent Assignment Details
NOTE:Results display only for issued patents and published applications. For pending or abandoned applications please consult USPTO staff.

Reel/Frame:046642/0370   Pages: 8
Recorded: 07/27/2018
Conveyance: ENTITY CONVERSION
Total properties: 12
1
Patent #:
Issue Dt:
02/01/2000
Application #:
08982942
Filing Dt:
12/02/1997
Title:
FINANCIAL ADVISORY SYSTEM
2
Patent #:
Issue Dt:
06/29/1999
Application #:
08988226
Filing Dt:
12/10/1997
Title:
USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM
3
Patent #:
Issue Dt:
09/18/2001
Application #:
09151715
Filing Dt:
09/11/1998
Title:
ENHANCING UTILITY AND DIVERSIFYING MODEL RISK IN A PORTFOLIO OPTIMIZATON FRAMEWORK
4
Patent #:
Issue Dt:
01/04/2000
Application #:
09318047
Filing Dt:
05/25/1999
Title:
USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM
5
Patent #:
Issue Dt:
07/24/2007
Application #:
09792258
Filing Dt:
02/23/2001
Publication #:
Pub Dt:
01/03/2002
Title:
LOAD AWARE OPTIMIZATION
6
Patent #:
Issue Dt:
01/22/2008
Application #:
09955394
Filing Dt:
09/17/2001
Publication #:
Pub Dt:
04/24/2003
Title:
ENHANCING UTILITY AND DIVERSIFYING MODEL RISK IN A PORTFOLIO OPTIMIZATION FRAMEWORK
7
Patent #:
Issue Dt:
06/12/2012
Application #:
10404818
Filing Dt:
03/31/2003
Title:
TAX-AWARE ASSET ALLOCATION
8
Patent #:
Issue Dt:
08/31/2010
Application #:
11219513
Filing Dt:
09/02/2005
Publication #:
Pub Dt:
01/12/2006
Title:
FINANCIAL ADVISORY SYSTEM
9
Patent #:
Issue Dt:
08/10/2010
Application #:
11933555
Filing Dt:
11/01/2007
Publication #:
Pub Dt:
06/26/2008
Title:
USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM
10
Patent #:
Issue Dt:
07/19/2011
Application #:
12127000
Filing Dt:
05/26/2008
Publication #:
Pub Dt:
09/25/2008
Title:
FINANCIAL ADVISORY SYSTEM
11
Patent #:
Issue Dt:
10/12/2010
Application #:
12259429
Filing Dt:
10/28/2008
Publication #:
Pub Dt:
02/26/2009
Title:
FINANCIAL GOAL PLANNING AND ANALYSIS SYSTEM
12
Patent #:
Issue Dt:
07/17/2012
Application #:
12693996
Filing Dt:
01/26/2010
Title:
METHOD, SYSTEM, AND COMPUTER PROGRAM FOR INVESTING
Assignor
1
Exec Dt:
07/19/2018
Assignee
1
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Correspondence name and address
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210

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