Patent Assignment
Reel/Frame 035715/0579
Assignment of Assignor's Interest
Recorded: 2015-05-26
Pages: 8
Assignors
VAIDYANATHAN, VIJAY
Executed: 2015-05-19
MONTY JOSHI, HIMANSHU
Executed: 2015-05-19
MANTILLA GARCIA, DANIEL
Executed: 2015-05-19
ANG, ANDREW
Executed: 2015-05-19
HISSEN, HELMUT
Executed: 2015-05-19
Assignee
OPTIMAL ASSETT MANAGEGMENT
1000 FREMONT BLVD., SUITE 230, VIJAY VAIDYANATHAN, LOS ALTOS, CALIFORNIA, 94024
Covered Property
(1)
Systems and Methods for Customizing a Portfolio Using Visualization and Control of Factor Exposure
Related Assignments
(3)
Other recorded transfers of the patent in this record — the chain of ownership.
Corrective Assignment to Correct the Receiving Party Name and Address Previously Recorded at Reel: 35715 Frame: 579. Assignor(S) Hereby Confirms the Assignment.
May 16, 2019
From: VAIDYANATHAN, VIJAY; JOSHI, HIMANSHU MONTY; GARCIA, DANIEL MANTILLA; ANG, ANDREW
To: OPTIMAL ASSET MANAGEMENT, INC.
Reel/Frame 049200/0917 →
Merger
Mar 25, 2022
From: OZONE ACQUISITION SUB, INC.; OPTIMAL ASSET MANAGEMENT, INC.
To: PERSHING X DIRECT INDEXING, INC.
Reel/Frame 059404/0951 →
Merger and Change of Name
Aug 23, 2022
From: PERSHING X DIRECT INDEXING INC.; ALBRIDGE SOLUTIONS, INC.
To: PERSHING X, INC.
Reel/Frame 060869/0947 →