Patent Assignment
Reel/Frame 012636/0964
Assignment of Assignor's Interest
Recorded: 2002-02-14
Pages: 3
Assignor
WALKER, JAMES L.
Executed: 2002-02-12
Assignee
UPSTREAM TECHNOLOGIES LLC
745 BOYLSTON STREET, SUITE 401, BOSTON, MASSACHUSETTS, 02116
Covered Property
(1)
Investment Advice Systems and Methods
Patent:
7,249,080 →
Application:
09/696,762 →
Related Assignments
(8)
Other recorded transfers of the patent in this record — the chain of ownership.
Assignment of Assignor's Interest
Mar 22, 2001
From: MCRAE, DONALD A.; SAMUELSON, PAUL; SCHULMAN, EVAN; WALKER, JAMES L.
To: UPSTREAM TECHNOLOGIES LLC
Reel/Frame 011643/0482 →
Assignment of Assignor's Interest
Jan 4, 2008
From: HOFFMAN, MARK W.; JOHNSON, MARK A.
To: CHECKFREE SERVICE CORPORATION
Reel/Frame 020319/0220 →
Corrective Assignment to Correct the Assignor's Name Previously Recorded on Reel 020319 Frame 0220. Assignor(S) Hereby Confirms the Assignment.
Jan 8, 2008
From: UPSTREAM TECHNOLOGIES LLC
To: CHECKFREE SERVICES CORPORATION
Reel/Frame 020325/0353 →
Assignment of Assignor's Interest
Feb 13, 2012
From: CHECKFREE SERVICES CORPORATION
To: FISERV INVESTMENT SOLUTIONS, INC.
Reel/Frame 027696/0310 →
Release of Security Interest
Feb 15, 2013
From: SUNTRUST BANK
To: CHECKFREE CORPORATION; CHECKFREE SERVICES CORPORATION; CHECKFREE INVESTMENT CORPORATION
Reel/Frame 029846/0824 →
Security Interest
Feb 18, 2020
From: FISERV INVESTMENT SOLUTIONS, INC.
To: CITIBANK N.A., AS COLLATERAL AGENT
Reel/Frame 051841/0695 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058054/0629 →
Release of Security Interest in Patents Recorded at Reel/Frame 051841/0695
Jan 27, 2026
From: CITIBANK, N.A.
To: TEGRA118 WEALTH SOLUTIONS, INC., F/K/A FISERV INVESTMENT SOLUTIONS, INC.
Reel/Frame 074570/0593 →