Patent Assignment
Reel/Frame 021032/0197
Assignment of Assignor's Interest
Recorded: 2008-06-03
Pages: 7
Assignors
SCOTT, JASON
Executed: 2008-04-22
SCHWAB, JOSHUA DAVID
Executed: 2008-05-06
WATSON, JOHN G.
Executed: 2008-04-22
HU, WEI-YIN
Executed: 2008-04-22
SHEARER, JAMES WILLIAM
Executed: 2008-04-22
Assignee
FINANCIAL ENGINES, INC.
1804 EMBARCADERO ROAD, PALO ALTO, CALIFORNIA, 94303
Covered Property
(1)
Tax-Aware Asset Allocation
Patent:
8,200,561 →
Application:
10/404,818 →
Related Assignments
(9)
Other recorded transfers of the patent in this record — the chain of ownership.
Assignment of Assignor's Interest
Dec 17, 2003
From: SCOTT, JASON S.
To: FINANCIAL ENGINES, INC.
Reel/Frame 014204/0511 →
Security Agreement
Apr 3, 2007
From: FINANCIAL ENGINES, INC.
To: SILICON VALLEY BANK
Reel/Frame 019102/0571 →
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 →
Change of Name
Nov 19, 2018
From: FINANCIAL ENGINES, LLC
To: EDELMAN FINANCIAL ENGINES, LLC
Reel/Frame 048150/0548 →
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 →