Patent Assignment
Reel/Frame 027209/0897
Release of Security Interest
Recorded: 2011-11-10
Pages: 5
Assignor
WELLS FARGO CAPITAL FINANCE, LLC, AS AGENT
Executed: 2011-11-10
Assignees
EMERGING INFORMATION SYSTEMS (USA), INC.
2177 SALK AVENUE, CARLSBAD, CALIFORNIA, 92008
EMERGING INFORMATION SYSTEMS INCORPORATED
500-330 ST MARY AVENUE, WINNIPEG, MANITOBA, R3C 3Z5, CANADA
Covered Properties
(6)
Dynamic Policy Illustration System
Patent:
5,956,691 →
Application:
08/778,073 →
Apparatus and Method for Exposing, Evaluating and Re-Balancing Risk for Decision-Making in Financial Planning
Patent:
6,684,190 →
Application:
09/209,147 →
Method and System for Financial Planning Lead Management
Application:
12/478,099 →
Publication:
US 2010/0312603
Method and System for for Financial Planning
Application:
12/625,921 →
Publication:
US 2011/0066474
System and Method for Enabling Financial Planning
Application:
12/869,439 →
Publication:
US 2011/0055066
Presentation Manager
Application:
61/237,847 →
Related Assignments
(25)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Jan 7, 1997
From: POWERS, JAMES G.
To: SECOND OPINION FINANCIAL SYSTEMS, INC.
Reel/Frame 008393/0895 →
Assignment of Assignor's Interest
Dec 10, 1998
From: POWERS, JAMES G.
To: SECOND OPINION FINANCIAL SYSTEMS, INC.
Reel/Frame 009636/0545 →
Assignment of Assignor's Interest
Dec 10, 1998
From: WEBER, RICHARD M.
To: SECOND OPINION FINANCIAL SYSTEMS, INC.
Reel/Frame 009636/0528 →
Release
Dec 16, 1998
From: SECOND OPINION FINANCIAL SYSTEMS, INC.
To: POWERS, JAMES G.
Reel/Frame 009647/0640 →
Assignment of Assignor's Interest
Apr 15, 1999
From: SECOND OPINION FINANCIAL SYSTEMS, INC.
To: FINANCIAL PROFILES, INC.
Reel/Frame 009899/0084 →
Assignment of Assignor's Interest
Oct 16, 2000
From: SECOND OPINION FINANCIAL SYSTEMS, INC.
To: FINANCIAL PROFILES, INC.
Reel/Frame 011195/0648 →
Patent Security Agreement
Oct 18, 2006
From: EMERGING INFORMATION SYSTEMS (USA), INC.; EMERGING INFORMATION SYSTEMS INCORPORATED
To: WELLS FARGO FOOTHILL, INC.
Reel/Frame 018398/0940 →
Assignment of Assignor's Interest
Nov 7, 2006
From: FINANCIAL PROFILES, INC.
To: EMERGING INFORMATION SYSTEMS INCORPORATED
Reel/Frame 018480/0827 →
Assignment of Assignor's Interest
Dec 19, 2007
From: FINANCIAL PROFILES, INC.
To: EMERGING INFORMATION SYSTEMS INCORPORATED
Reel/Frame 020270/0144 →
Assignment of Assignor's Interest
Jun 4, 2009
From: OVERMAN, WILLIAM THEODORE; HARDEMAN, JAMES LEE
To: EMERGING INFORMATION SYSTEMS INC.
Reel/Frame 022781/0529 →
Assignment of Assignor's Interest
Nov 25, 2009
From: OVERMAN, WILLIAM THEODORE; HARDEMAN, JAMES LEE; THEMMEN, JOEL CRAIG; WALKER, WILLIAM TROY
To: EMERGING INFORMATION SYSTEMS INC.
Reel/Frame 023571/0083 →
Assignment of Assignor's Interest
Aug 26, 2010
From: THEMMEN, JOEL CRAIG; THIESSEN, PAUL JACOB; OGALE, DILIP ARUN; ROSNEY, CHRISTOPHER DANIEL
To: EMERGING INFORMATION SYSTEMS INC.
Reel/Frame 024894/0818 →
Change of Name
Feb 4, 2011
From: WELLS FARGO FOOTHILL, INC.
To: WELLS FARGO CAPITAL FINANCE, INC.
Reel/Frame 025747/0170 →
Resignation and Replacement of Agent, Us Issuing Lender and Swing Lender
Feb 4, 2011
From: WELLS FARGO CAPITAL FINANCE, INC.
To: WELLS FARGO CAPITAL FINANCE, LLC
Reel/Frame 025747/0376 →
Amended and Restated Patent Security Agreement
Feb 16, 2011
From: EMERGING INFORMATION SYSTEMS (USA), INC.; EMERGING INFORMATION SYSTEMS INCORPORATED
To: WELLS FARGO CAPITAL FINANCE, LLC, AS AGENT
Reel/Frame 025801/0689 →
Security Agreement
Nov 10, 2011
From: MUSTANG HOLDINGS L.P.
To: BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
Reel/Frame 027212/0502 →
Assignment of Assignor's Interest
Nov 10, 2011
From: EMERGING INFORMATION SYSTEMS INCORPORATED
To: MUSTANG HOLDINGS L.P.
Reel/Frame 027208/0060 →
Change of Name
Dec 8, 2011
From: MUSTANG HOLDINGS L.P.
To: ZYWAVE L.P.
Reel/Frame 027347/0420 →
Change of Name
Nov 20, 2013
From: ZYWAVE L.P.
To: ADVICENT SOLUTIONS, LP
Reel/Frame 031690/0040 →
Security Agreement
Dec 2, 2013
From: ADVICENT SOLUTIONS, LP
To: BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
Reel/Frame 031749/0465 →
Security Agreement
Sep 23, 2014
From: BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
To: SILICON VALLEY BANK, AS ADMINISTRATIVE AGENT
Reel/Frame 033803/0198 →
Security Interest
Sep 23, 2014
From: ADVICENT SOLUTIONS, LP
To: CION AGENT, LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 033793/0967 →
Release of Security Interest
Feb 28, 2017
From: CION AGENT, LLC
To: ADVICENT SOLUTIONS, LP
Reel/Frame 041400/0111 →
Termination and Release of Security Interest in Patents
Mar 1, 2017
From: SILICON VALLEY BANK
To: ADVICENT SOLUTIONS, LP
Reel/Frame 041847/0550 →
Security Interest
Sep 23, 2022
From: ADVICENT SOLUTIONS, LP
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 061190/0565 →