Patent Assignment
Reel/Frame 025827/0424
Assignment of Assignor's Interest
Recorded: 2011-02-17
Pages: 5
Assignor
THE MUTUAL FUND STORE-KANSAS CITY, LLC
Executed: 2011-02-17
Assignee
TMFS HOLDINGS, LLC
7301 COLLEGE BLVD., SUITE 220, OVERLAND PARK, KANSAS, 66210
Covered Property
(1)
Method, System, and Computer Program for Investing
Patent:
8,224,735 →
Application:
12/693,996 →
Related Assignments
(10)
Other recorded transfers of the patent in this record — the chain of ownership.
Assignment of Assignor's Interest
Feb 17, 2011
From: BOLD, ADAM; SCHREFT, STACEY
To: THE MUTUAL FUND STORE-KANSAS CITY, LLC
Reel/Frame 025824/0034 →
Security Agreement
Sep 16, 2011
From: TMFS HOLDINGS, LLC
To: BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
Reel/Frame 026917/0602 →
Security Interest
Aug 1, 2014
From: TMFS HOLDINGS, LLC
To: CREDIT SUISSE AG, AS COLLATERAL AGENT
Reel/Frame 033460/0827 →
Release of Security Interest
Aug 1, 2014
From: BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
To: TMFS HOLDINGS, LLC
Reel/Frame 033460/0833 →
Release of Security Interest
Feb 1, 2016
From: CREDIT SUISSE AG
To: TMFS HOLDINGS, LLC
Reel/Frame 037637/0814 →
Assignment of Assignor's Interest
Sep 12, 2017
From: TMFS HOLDINGS, LLC
To: FINANCIAL ENGINES, INC.
Reel/Frame 043564/0962 →
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 →
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 →