Patent Assignment
Reel/Frame 058055/0094
Change of Name
Recorded: 2021-11-08
Pages: 7
Assignor
FISERV INVESTMENT SOLUTIONS, INC.
Executed: 2020-03-17
Assignee
TEGRA118 WEALTH SOLUTIONS, INC.
700 N. SAN VICENTE BLVD., SUITE G605, WEST HOLLYWOOD, CALIFORNIA, 90069
Covered Property
(1)
Coordinated Rebalancing by Money Manager Portfolio Management Systems and a Master Overlay Manager Portfolio Management System
Patent:
7,729,969 →
Application:
10/372,705 →
Related Assignments
(4)
Other recorded transfers of the patent 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
Feb 13, 2012
From: CHECKFREE CORPORATION
To: FISERV INVESTMENT SOLUTIONS, INC.
Reel/Frame 027696/0306 →
Security Interest
Feb 18, 2020
From: FISERV INVESTMENT SOLUTIONS, INC.
To: CITIBANK N.A., AS COLLATERAL AGENT
Reel/Frame 051841/0695 →
Security Interest
Jan 27, 2026
From: TEGRA118 WEALTH SOLUTIONS, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 073595/0478 →