Patent Assignment
Reel/Frame 017752/0036
Assignment of Assignor's Interest
Recorded: 2006-06-09
Pages: 3
Assignor
LOEPER, DAVID B.
Executed: 2006-06-06
Assignee
FINANCEWARE, INC.
100 WEST FRANKLIN STREET, 4TH FLOOR, RICHMOND, VIRGINIA, 23220
Covered Property
(1)
Method and System for Financial Advising
Related Assignments
(8)
Other recorded transfers of the patent in this record — the chain of ownership.
Corrective Assignment to Correct the to Correct the State of Incorporation of the Assignee Previously Recorded on Reel 017752 Frame 0036. Assignor(S) Hereby Confirms the the Assignee Is and Always Has Been a Delaware Corporation.
Nov 5, 2010
From: LOEPER, DAVID B.
To: FINANCEWARE, INC.
Reel/Frame 025317/0820 →
Assignment of Assignor's Interest
Nov 8, 2010
From: FINANCEWARE, INC.
To: WEALTHCARE CAPITAL MANAGEMENT IP, LLC
Reel/Frame 025320/0212 →
Security Interest
Oct 5, 2016
From: WEALTHCARE CAPITAL MANAGEMENT IP, LLC
To: SILICON VALLEY BANK
Reel/Frame 039949/0397 →
Intellectual Property Security Agreement
Mar 30, 2018
From: WEALTHCARE CAPITAL MANAGEMENT IP, LLC; WEALTHCARE CAPITAL MANAGEMENT LLC (F/K/A WEALTHCARE CAPITAL MANAGEMENT, INC.)
To: CRESTLINE DIRECT FINANCE, L.P. (AS COLLATERAL AGENT)
Reel/Frame 045814/0481 →
Termination and Release of Ip Security Agreement (Patents)
Mar 30, 2018
From: SILICON VALLEY BANK
To: WEALTHCARE CAPITAL MANAGEMENT IP, LLC
Reel/Frame 045814/0473 →
Security Interest
Sep 3, 2019
From: WEALTHCARE CAPITAL MANAGEMENT IP, LLC; WEALTHCARE CAPITAL MANAGEMENT, LLC
To: NSHF MEZZANINE LLC
Reel/Frame 050251/0733 →
Release of Security Interest
Sep 3, 2019
From: CRESTLINE DIRECT FINANCE, LP
To: WEALTHCARE CAPITAL MANAGEMENT IP, LLC; WEALTHCARE CAPITAL MANAGEMENT, LLC
Reel/Frame 050250/0988 →
Release of Security Interest
Feb 28, 2022
From: NSHF MEZZANINE LLC
To: WEALTHCARE CAPITAL MANAGEMENT IP, LLC
Reel/Frame 059115/0128 →