Patent Assignment
Reel/Frame 012172/0240
Assignment of Assignor's Interest
Recorded: 2001-09-17
Pages: 7
Assignors
MAGGIONCALDA, JEFF N.
Executed: 2001-08-29
JONES, CHRISTOPHER L.
Executed: 2001-08-29
SHARP, WILLIAM F.
Executed: 2001-08-29
FINE, KEN
Executed: 2001-08-29
TAUBER, ELLEN
Executed: 2001-08-29
Assignee
FINANCIAL ENGINES
SUITE 100, 1804 EMBARCADERO ROAD, PALO ALTO, CALIFORNIA, 94303
Covered Property
(1)
User Interface for a Financial Advisory System That Allows an End User to Interactively Explore Tradeoffs Among Input Decisions
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 →