Patent Assignment
Reel/Frame 014831/0849
Assignment of Assignor's Interest
Recorded: 2003-06-06
Pages: 12
Assignors
SMITH, CHARLES R., III
Executed: 2003-05-22
EVERETT, MICHAEL J.
Executed: 2003-05-27
PONCE, DANETTE K.
Executed: 2003-05-23
ZYVITH, LAVINIA S.
Executed: 2003-05-22
GONZALES, REO A.
Executed: 2003-05-22
DERSTINE, HEIDI R.
Executed: 2003-05-23
RISTOVIC, MIRJANA
Executed: 2003-05-22
Assignee
CHECKFREE CORPORATION
4411 EAST JONES BRIDGE RD., NORCROSS, GEORGIA, 30092
Covered Property
(1)
Coordinated Rebalancing by Money Manager Portfolio Management Systems and a Master Overlay Manager Portfolio Management System
Patent:
7,729,969 →
Application:
10/372,705 →
Related Assignments
(4)
Other recorded transfers of the patent in this record — the chain of ownership.
Assignment of Assignor's Interest
Feb 13, 2012
From: CHECKFREE CORPORATION
To: FISERV INVESTMENT SOLUTIONS, INC.
Reel/Frame 027696/0306 →
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 058055/0094 →
Security Interest
Jan 27, 2026
From: TEGRA118 WEALTH SOLUTIONS, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 073595/0478 →