Patent Assignment
Reel/Frame 051841/0695
Security Interest
Recorded: 2020-02-18
Pages: 8
Assignor
FISERV INVESTMENT SOLUTIONS, INC.
Executed: 2020-02-18
Assignee
CITIBANK N.A., AS COLLATERAL AGENT
388 GREENWICH STREET, NEW YORK, NEW YORK, 10013
Covered Properties
(12)
Investment Advice Systems and Methods
Patent:
7,249,080 →
Application:
09/696,762 →
System and Method for Multiple Account Single Security Trading
Drift Determination in Multi-Style Managed Client Investment Account
Patent:
7,809,624 →
Application:
10/372,647 →
Coordinated Rebalancing by Money Manager Portfolio Management Systems and a Master Overlay Manager Portfolio Management System
Patent:
7,729,969 →
Application:
10/372,705 →
Distribution of Cash Deposits and Withdrawals in Multi-Style Managed Client Investment Accounts
Patent:
7,822,667 →
Application:
10/372,709 →
Automated Actions Based on Restrictions
Systems, Methods and Computer Program Products for Processing Orders Subject to Investment Restrictions
Systems and Methods Enabling Investment Activities via the Creation and Use of Client-Specific Security Files
Systems, Methods, and Computer Program Products for Adjusting the Assets of an Investment Account
Systems and Methods for Automatically Backing Out Buy Orders
Systems and Methods for Multi-Style Portfolio (Msp) Cash Flow Enhancement
Automated Actions Based on Restrictions
Related Assignments
(25)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Jun 6, 2003
From: SMITH, CHARLES R., III; EVERETT, MICHAEL J.; PONCE, DANETTE K.; ZYVITH, LAVINIA S.
To: CHECKFREE CORPORATION
Reel/Frame 014831/0849 →
Assignment of Assignor's Interest
Jun 6, 2003
From: SMITH, III; CHARLES R.; EVERETT, MICHAEL J.; PONCE, DANETTE K.; ZYVITH, LAVINIA S.
To: CHECKFREE CORPORATION
Reel/Frame 014151/0392 →
Assignment of Assignor's Interest
Jun 7, 2005
From: PIERDINOCK, MICHELE; MCKINNEY, WILLIAM; SMITH, CHARLES; GERSHON, SIMON
To: CHECKFREE CORPORATION
Reel/Frame 016667/0579 →
Assignment of Assignor's Interest
Jun 29, 2006
From: NANJUNDAMOORTHY, HARI; SMITH III, CHARLES R.; PIERDINOCK, MICHELE; FIGLIK, DONNA
To: CHECKFREE CORPORATION
Reel/Frame 019225/0382 →
Assignment of Assignor's Interest
Sep 14, 2006
From: NANJUNDAMOORTHY, HARI; SMITH, CHARLES R. III; PIERDINOCK, MICHELE; MCKINNEY, WILLIAM
To: CHECKFREE CORPORATION
Reel/Frame 018439/0818 →
Assignment of Assignor's Interest
Mar 9, 2007
From: BARONE, JOSEPH A.; MCKINNEY, WILLIAM; PIERDINOCK, MICHELE; NANJUNDAMOORTHY, HARI
To: CHECKFREE CORPORATION
Reel/Frame 018990/0215 →
Assignment of Assignor's Interest
Mar 16, 2007
From: BARONE, JOSEPH A.; SMITH, CHARLES RAYMOND, III; MCKINNEY, WILLIAM; NANJUNDAMOORTHY, HARI
To: CHECKFREE CORPORATION
Reel/Frame 019025/0603 →
Assignment of Assignor's Interest
Apr 4, 2007
From: NANJUNDAMOORTHY, HARI
To: CHECKFREE CORPORATION
Reel/Frame 019114/0914 →
Assignment of Assignor's Interest
Jan 4, 2008
From: HOFFMAN, MARK W.; JOHNSON, MARK A.
To: CHECKFREE SERVICE CORPORATION
Reel/Frame 020319/0220 →
Corrective Assignment to Correct the Assignor's Name Previously Recorded on Reel 020319 Frame 0220. Assignor(S) Hereby Confirms the Assignment.
Jan 8, 2008
From: UPSTREAM TECHNOLOGIES LLC
To: CHECKFREE SERVICES CORPORATION
Reel/Frame 020325/0353 →
Assignment of Assignor's Interest
Aug 18, 2010
From: SMITH, CHARLES RAYMOND, III; EVERETT, MICHAEL JOHN; PONCE, DANETTE KAY; ZYVITH, LAVINIA SHAO-HUI
To: CHECKFREE CORPORATION
Reel/Frame 024855/0640 →
Assignment of Assignor's Interest
Feb 13, 2012
From: CHECKFREE SERVICES CORPORATION
To: FISERV INVESTMENT SOLUTIONS, INC.
Reel/Frame 027696/0310 →
Assignment of Assignor's Interest
Feb 13, 2012
From: CHECKFREE CORPORATION
To: FISERV INVESTMENT SOLUTIONS, INC.
Reel/Frame 027696/0306 →
Release of Security Interest
Feb 15, 2013
From: SUNTRUST BANK
To: CHECKFREE CORPORATION; CHECKFREE SERVICES CORPORATION; CHECKFREE INVESTMENT CORPORATION
Reel/Frame 029846/0824 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058054/0629 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0285 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0278 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0271 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0192 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0172 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0128 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0113 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0094 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0075 →
Change of Name
Nov 8, 2021
From: FISERV INVESTMENT SOLUTIONS, INC.
To: TEGRA118 WEALTH SOLUTIONS, INC.
Reel/Frame 058055/0066 →