Patent Assignment
Reel/Frame 020665/0086
Assignment of Assignor's Interest
Recorded: 2008-03-18
Pages: 8
Assignors
MAGGIONCALDA, JEFF N.
Executed: 2008-02-26
JONES, CHRISTOPHER L.
Executed: 2008-02-25
SHARPE, WILLIAM F.
Executed: 2008-02-23
FINE, KEN
Executed: 2008-02-25
TAUBER, ELLEN
Executed: 2008-02-21
Assignee
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD, PALO ALTO, CALIFORNIA, 94303
Covered Property
(1)
User Interface for a Financial Advisory System
Related Assignments
(6)
Other recorded transfers of the patent in this record — the chain of ownership.
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 →
Release of Security Interest in United States Patents (Reel/Frame 046596/0451)
Apr 30, 2026
From: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
To: EDELMAN FINANCIAL ENGINES, LLC; EDELMAN FINANCIAL SERVICES, LLC
Reel/Frame 075371/0426 →
Assignment of Security Interest
Apr 30, 2026
From: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 075371/0713 →