Patent Assignment
Reel/Frame 012794/0061
Assignment of Assignor's Interest
Recorded: 2002-04-08
Pages: 3
Assignors
SCOTT, JASON S.
Executed: 2002-03-26
JONES, CHRISTOPHER L.
Executed: 2002-03-26
SHEARER, JAMES W.
Executed: 2002-03-26
WATSON, JOHN G.
Executed: 2002-03-26
Assignee
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD, SUITE 100, PALO ALTO, CALIFORNIA, 94303
Covered Property
(1)
Enhancing Utility and Diversifying Model Risk in a Portfolio Optimization Framework
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 →
Merger
Jul 26, 2018
From: FINANCIAL ENGINES, INC.
To: FINANCIAL ENGINES, INC.
Reel/Frame 046474/0924 →
Entity Conversion
Jul 27, 2018
From: FINANCIAL ENGINES, INC.
To: FINANCIAL ENGINES, LLC
Reel/Frame 046642/0370 →