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Patent Assignment Abstract of Title
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Total Assignments: 5
Patent #:
Issue Dt:
06/29/1999
Application #:
08988226
Filing Dt:
12/10/1997
Inventors:
JEFF N. MAGGIONCALDA, CHRISTOPHER L. JONES, WILLIAM F. SHARPE, KEN FINE, ELLEN TAUBER
Title:
USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM
Assignment: 1
Reel/Frame:
009094/0846Recorded: 04/06/1998Pages: 3
Conveyance:
ASSIGNMENT OF ASSIGNORS INTEREST (SEE DOCUMENT FOR DETAILS).
Assignors:
Exec Dt:
03/19/1998
Exec Dt:
03/13/1998
Exec Dt:
03/24/1998
Exec Dt:
03/13/1998
Exec Dt:
03/13/1998
Assignee:
1804 EMBARCADERO RD., SUITE 200
PALO ALTO, CALIFORNIA 94303
Correspondent:
BLAKELY, SOKOLOFF, TAYLOR & ZAFMAN
MICHAEL A. DENSANCTIS
12400 WILSHIRE BLVD. 7TH FLOOR
LOS ANGELES, CA 90025
Assignment: 2
Reel/Frame:
019102/0571Recorded: 04/03/2007Pages: 9
Conveyance:
SECURITY AGREEMENT
Assignor:
Exec Dt:
02/01/2007
Assignee:
3003 TASMAN DRIVE
SANTA CLARA, CALIFORNIA 95054
Correspondent:
JODY HAWKE
1000 WILSHIRE BOULEVARD, SUITE 1500
LOS ANGELES, CA 90017-2457
Assignment: 3
Reel/Frame:
046474/0924Recorded: 07/26/2018Pages: 6
Conveyance:
MERGER (SEE DOCUMENT FOR DETAILS).
Assignor:
Exec Dt:
02/15/2010
Assignee:
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Correspondent:
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210
Assignment: 4
Reel/Frame:
025026/0929Recorded: 09/23/2010Pages: 2
Conveyance:
RELEASE
Assignor:
Exec Dt:
09/21/2010
Assignee:
1804 EMBARCADERO RD.
PALO ALTO, CALIFORNIA 94303
Correspondent:
UCC DIRECT SERVICES
ATTN: 14080632
187 WOLF ROAD, SUITE 101
ALBANY, NY 12205
Assignment: 5
Reel/Frame:
046642/0370Recorded: 07/27/2018Pages: 8
Conveyance:
ENTITY CONVERSION
Assignor:
Exec Dt:
07/19/2018
Assignee:
1050 ENTERPRISE WAY, 3RD FLOOR
SUNNYVALE, CALIFORNIA 94089
Correspondent:
ANDREW G. COLOMBO/HOVEY WILLIAMS LLP
10801 MASTIN BLVD.
SUITE 1000
OVERLAND PARK, KS 66210

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