Patent Assignment
Reel/Frame 011311/0660
Assignment of Assignor's Interest
Recorded: 2000-11-14
Pages: 7
Assignors
JONES, CHRISTOPHER L.
Executed: 2000-05-18
SHARPE, WILLIAM F.
Executed: 2000-05-18
SCOTT, JASON S.
Executed: 2000-05-18
WATSON, JOHN G.
Executed: 2000-05-18
MAGGIONCALDA, JEFF N.
Executed: 2000-05-18
BEKAERT, GEERT
Executed: 2000-06-07
GRENADIER, STEVEN R.
Executed: 2000-06-07
PARK, RONALD T.
Executed: 2000-05-18
Assignee
FINANCIAL ENGINES
1804 EMBARCADERO ROAD, SUITE 200, PALO ALTO, CALIFORNIA, 94303
Covered Property
(1)
Identifying a Recommended Portfolio of Financial Products for an Investor Based Upon Financial Products That Are Available to the Investor
Patent:
7,016,870 →
Application:
09/495,982 →
Related Assignments
(6)
Other recorded transfers of the patent in this record — the chain of ownership.
Security Agreement
Apr 3, 2007
From: FINANCIAL ENGINES, INC.
To: SILICON VALLEY BANK
Reel/Frame 019102/0571 →
Release
Sep 23, 2010
From: SILICON VALLEY BANK
To: FINANCIAL ENGINES, INC.
Reel/Frame 025026/0929 →
Second Lien Patent Security Agreement
Jul 20, 2018
From: EDELMAN FINANCIAL SERVICES, LLC; FINANCIAL ENGINES, INC.
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 046596/0451 →
First Lien Patent Security Agreement
Jul 20, 2018
From: EDELMAN FINANCIAL SERVICES, LLC; FINANCIAL ENGINES, INC.
To: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
Reel/Frame 046596/0610 →
Release of Security Interest in United States Patents (Reel/Frame 046596/0451)
Apr 30, 2026
From: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
To: EDELMAN FINANCIAL ENGINES, LLC; EDELMAN FINANCIAL SERVICES, LLC
Reel/Frame 075371/0426 →
Assignment of Security Interest
Apr 30, 2026
From: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 075371/0713 →