Patent Assignment
Reel/Frame 026681/0501
Assignment of Assignor's Interest
Recorded: 2011-08-01
Pages: 5
Assignors
SCOTT, JASON S.
Executed: 2011-07-29
INOUE, SHINICHIRO
Executed: 2011-07-29
MAGGIONCALDA, JEFFREY N.
Executed: 2011-07-29
RAMIREZ, DAVID
Executed: 2011-07-29
HU, WEI-YIN
Executed: 2011-07-22
WATSON, JOHN G.
Executed: 2011-08-01
BOUDREAU, DAVID
Executed: 2011-07-29
STEIN, GREGORY
Executed: 2011-07-29
SHEARER, JAMES W.
Executed: 2011-07-28
Assignee
FINANCIAL ENGINES, INC.
1801 EMBARCADERO ROAD, PALO ALTO, CALIFORNIA, 94303
Covered Property
(1)
Creating and Maintaining a Payout-Ready Portfolio Within an Investment Plan to Generate a Sustainable Income Stream
Related Assignments
(4)
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 →
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 →