Patent Assignment
Reel/Frame 014204/0511
Assignment of Assignor's Interest
Recorded: 2003-12-17
Pages: 3
Assignor
SCOTT, JASON S.
Executed: 2003-09-22
Assignee
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD, SUITE 200, PALO ALTO, CALIFORNIA, 94303
Covered Property
(1)
Tax-Aware Asset Allocation
Patent:
8,200,561 →
Application:
10/404,818 →
Related Assignments
(7)
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 →
Assignment of Assignor's Interest
Jun 3, 2008
From: SCOTT, JASON; SCHWAB, JOSHUA DAVID; WATSON, JOHN G.; HU, WEI-YIN
To: FINANCIAL ENGINES, INC.
Reel/Frame 021032/0197 →
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 →
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 →
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 →
Change of Name
Nov 19, 2018
From: FINANCIAL ENGINES, LLC
To: EDELMAN FINANCIAL ENGINES, LLC
Reel/Frame 048150/0548 →