IP Library › Assignment 045814/0473
Patent Assignment
Reel/Frame 045814/0473

Termination and Release of Ip Security Agreement (Patents)

Recorded: 2018-03-30 Pages: 5
Assignor
SILICON VALLEY BANK
Executed: 2018-03-29
Assignee
WEALTHCARE CAPITAL MANAGEMENT IP, LLC
1021 EAST CARY STREET, SUITE 1120,, RICHMOND,, VIRGINIA, 23219
Covered Properties (4)
Method, System and Computer Program for Auditing Financial Plans
Patent: 7,562,040 →
Application: 09/916,358 →
Publication: US 2002/0082965
Method and System for Financial Advising
Patent: 7,765,138 →
Application: 11/014,378 →
Publication: US 2005/0144108
Method and System for Financial Advising
Patent: 7,650,303 →
Application: 11/423,165 →
Publication: US 2006/0218068
Method and System for Financial Advising
Patent: 7,991,675 →
Application: 12/770,946 →
Publication: US 2010/0211528
Related Assignments (13)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest Jun 9, 2006
From: LOEPER, DAVID B.
To: FINANCEWARE, INC.
Reel/Frame 017752/0036 →
Assignment of Assignor's Interest May 3, 2010
From: LOEPER, DAVID B.
To: FINANCEWARE, INC.
Reel/Frame 024324/0338 →
Assignment of Assignor's Interest May 3, 2010
From: LOEPER, DAVID B.
To: FINANCEWARE, INC.
Reel/Frame 024320/0498 →
Assignment of Assignor's Interest May 24, 2010
From: LOEPER, DAVID B.
To: FINANCEWARE, INC.
Reel/Frame 024429/0300 →
Corrective Assignment to Correct the to Correct the State of Incorporation of the Assignee Previously Recorded on Reel 017752 Frame 0036. Assignor(S) Hereby Confirms the the Assignee Is and Always Has Been a Delaware Corporation. Nov 5, 2010
From: LOEPER, DAVID B.
To: FINANCEWARE, INC.
Reel/Frame 025317/0820 →
Corrective Assignment to Correct the to Correct the State of Incorporation of Assignee Previously Recorded on Reel 024429 Frame 0300. Assignor(S) Hereby Confirms the the Assignee Is and Always Has Been a Delaware Corproation. Nov 5, 2010
From: LOEPER, DAVID B.
To: FINANCEWARE, INC.
Reel/Frame 025319/0225 →
Corrective Assignment to Correct the State of Incorporation of the Assignee Previously Recorded on Reel 024324 Frame 0338. Assignor(S) Hereby Confirms the the Identification of the State of Incorporation Was Virginia. the Assignee Is and Always Has Been a Delaware Corporation. Nov 5, 2010
From: LOEPER, DAVID B.
To: FINANCEWARE, INC.
Reel/Frame 025317/0771 →
Assignment of Assignor's Interest Nov 8, 2010
From: FINANCEWARE, INC.
To: WEALTHCARE CAPITAL MANAGEMENT IP, LLC
Reel/Frame 025320/0212 →
Security Interest Oct 5, 2016
From: WEALTHCARE CAPITAL MANAGEMENT IP, LLC
To: SILICON VALLEY BANK
Reel/Frame 039949/0397 →
Intellectual Property Security Agreement Mar 30, 2018
From: WEALTHCARE CAPITAL MANAGEMENT IP, LLC; WEALTHCARE CAPITAL MANAGEMENT LLC (F/K/A WEALTHCARE CAPITAL MANAGEMENT, INC.)
To: CRESTLINE DIRECT FINANCE, L.P. (AS COLLATERAL AGENT)
Reel/Frame 045814/0481 →
Release of Security Interest Sep 3, 2019
From: CRESTLINE DIRECT FINANCE, LP
To: WEALTHCARE CAPITAL MANAGEMENT IP, LLC; WEALTHCARE CAPITAL MANAGEMENT, LLC
Reel/Frame 050250/0988 →
Security Interest Sep 3, 2019
From: WEALTHCARE CAPITAL MANAGEMENT IP, LLC; WEALTHCARE CAPITAL MANAGEMENT, LLC
To: NSHF MEZZANINE LLC
Reel/Frame 050251/0733 →
Release of Security Interest Feb 28, 2022
From: NSHF MEZZANINE LLC
To: WEALTHCARE CAPITAL MANAGEMENT IP, LLC
Reel/Frame 059115/0128 →