Patent Assignment
Reel/Frame 009574/0719
Assignment of Assignor's Interest
Recorded: 1998-10-29
Pages: 3
Assignor
WALLMAN, STEVEN M. H.
Executed: 1998-10-29
Assignee
FOLIO TRADE LLC
9332 RAMEY LANE, GREAT FALLS, VIRGINIA, 22066
Covered Property
(1)
Method and Apparatus for Enabling Small Investors with a Portfolio of Securities to Manage Taxable Events Within the Portfolio
Patent:
6,161,098 →
Application:
09/153,143 →
Related Assignments
(14)
Other recorded transfers of the patent in this record — the chain of ownership.
Security Interest
Feb 12, 1999
From: FOLIOTRADE LLC
To: PSINET INC.
Reel/Frame 009754/0399 →
Security Agreement
Sep 27, 1999
From: FOLIOTRADE LLC, A DELAWARE LIMITED LIABILITY COMPANY
To: PSINET INC., A NEW YORK CORPORATION
Reel/Frame 010264/0742 →
Merger
Mar 20, 2000
From: FOLIO TRADE LLC
To: FOLIOTRADE INC.
Reel/Frame 010659/0230 →
Change of Name
Mar 20, 2000
From: FOLIOTRADE INC.
To: FOLIO(FN), INC.
Reel/Frame 010659/0185 →
Change of Name
Jan 29, 2001
From: FOLIO(FN), INC.
To: FOLIOFN, INC.
Reel/Frame 011523/0660 →
Security Interest
May 20, 2002
From: FOLIO FN, INC.
To: EUGENE LUDWIG
Reel/Frame 012916/0713 →
Security Agreement
Nov 13, 2003
From: FOLIOFN, INC.
To: JACKSON NATIONAL LIFE INSURANCE COMPANY
Reel/Frame 014141/0759 →
Release of Security Interest Recorded at Reel 012916, Frame 0713.
Jan 16, 2004
From: LUDWIG, EUGENE
To: FOLIOFN, INC.
Reel/Frame 014261/0896 →
Release of Security Interest
Jan 17, 2007
From: JACKSON NATIONAL LIFE INSURANCE COMPANY
To: FOLIOFN, INC.
Reel/Frame 018767/0044 →
Security Agreement
Jan 19, 2007
From: FOLIOFN, INC.
To: MOSES, ALFRED, MR.
Reel/Frame 018777/0478 →
Security Agreement
Nov 9, 2012
From: FOLIOFN, INC.
To: EAGLEBANK
Reel/Frame 029275/0613 →
Release of Security Interest
Dec 6, 2012
From: PSINET, INC.
To: FOLIOFN, INC.
Reel/Frame 029419/0325 →
Release of Security Interest
Dec 7, 2012
From: MOSES, ALFRED H.
To: FOLIOFN INC.
Reel/Frame 029426/0751 →
Change of Name
Feb 18, 2020
From: FOLIOFN, INC.
To: FOLIO FINANCIAL, INC.
Reel/Frame 051949/0259 →