Patent Assignment
Reel/Frame 010659/0230
Merger
Recorded: 2000-03-20
Pages: 2
Assignor
FOLIO TRADE LLC
Executed: 1999-11-09
Assignee
FOLIOTRADE INC.
7923 JONES BRANCH DRIVE, MCLEAN, VIRGINIA, 22102
Covered Properties
(4)
Method and Apparatus for Enabling Smaller Investors or Others to Create and Manage a Portfolio of Securities or Other Assets or Liabilities on a Cost Effective Basis
Patent:
6,996,539 →
Application:
09/038,158 →
Method and Apparatus for Enabling Individual or Smaller Investors or Others to Create and Manage a Portfolio of Securities or Other Assets or Liabilities on a Cost Effective Basis
Patent:
6,601,044 →
Application:
09/139,020 →
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 →
Method and System for Enabling Smaller Investors to Manage Risk in a Self-Managed Portfolio of Assets/Liabilities
Patent:
6,360,210 →
Application:
09/249,022 →
Related Assignments
(20)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Oct 29, 1998
From: WALLMAN, STEVEN M. H.
To: FOLIO TRADE LLC
Reel/Frame 009574/0719 →
Assignment of Assignor's Interest
Oct 29, 1998
From: WALLMAN, STEVEN M.H.
To: FOLIOTRADE LLC
Reel/Frame 009574/0621 →
Assignment of Assignor's Interest
Oct 29, 1998
From: WALLMAN, STEVEN M.H.
To: FOLIO TRADE LLC
Reel/Frame 009574/0618 →
Security Interest
Feb 12, 1999
From: FOLIOTRADE LLC
To: PSINET INC.
Reel/Frame 009754/0399 →
Assignment of Assignor's Interest
Mar 10, 1999
From: WALLMAN, STEVEN M.H.
To: FOLIO TRADE LLC
Reel/Frame 009796/0913 →
Security Agreement
Sep 27, 1999
From: FOLIOTRADE LLC, A DELAWARE LIMITED LIABILITY COMPANY
To: PSINET INC., A NEW YORK CORPORATION
Reel/Frame 010264/0742 →
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 011498/0748 →
Change of Name
Jan 29, 2001
From: FOLIO(FN), INC.
To: FOLIOFN, INC.
Reel/Frame 011527/0635 →
Change of Name
Jan 29, 2001
From: FOLIO(FN), INC.
To: FOLIOFN, INC.
Reel/Frame 011523/0660 →
Change of Name
Jan 29, 2001
From: FOLIO(FN), INC.
To: FOLIOFN, INC.
Reel/Frame 011498/0803 →
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 →