IP Library › Assignment 060869/0947
Patent Assignment
Reel/Frame 060869/0947

Merger and Change of Name

Recorded: 2022-08-23 Pages: 4
Assignors
PERSHING X DIRECT INDEXING INC.
Executed: 2022-08-10
ALBRIDGE SOLUTIONS, INC.
Executed: 2022-08-10
Assignee
PERSHING X, INC.
1800 AMERICAN BLVD., PENNINGTON, NEW JERSEY, 08534
Covered Properties (5)
Systems and Methods for Customizing a Portfolio Using Visualization and Control of Factor Exposure
Application: 14/715,568 →
Publication: US 2016/0343078
Analysis and Visual Presentation of Dataset Components
Application: 16/360,482 →
Publication: US 2019/0304019
Dynamic Asset Allocation and Visualization
Application: 16/782,989 →
Publication: US 2020/0250760
Systems and Methods for Customizing a Portfolio Using Visualization and Control of Factor Exposure
Application: 16/922,856 →
Publication: US 2020/0410595
Analysis and Visual Presentation of Dataset Components
Application: 17/388,275 →
Publication: US 2021/0358044
Related Assignments (7)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest May 26, 2015
From: VAIDYANATHAN, VIJAY; MONTY JOSHI, HIMANSHU; MANTILLA GARCIA, DANIEL; ANG, ANDREW
To: OPTIMAL ASSETT MANAGEGMENT
Reel/Frame 035715/0579 →
Assignment of Assignor's Interest Apr 22, 2019
From: VAIDYANATHAN, VIJAY; JOSHI, HIMANSHU MONTY; AQUINO, ARMAND; BARLOW, ALEC
To: OPTIMAL ASSET MANAGEMENT, INC.
Reel/Frame 048960/0397 →
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 →
Assignment of Assignor's Interest Apr 30, 2020
From: VAIDYANATHAN, VIJAY
To: OPTIMAL ASSET MANAGEMENT, INC.
Reel/Frame 052539/0217 →
Assignment of Assignor's Interest Oct 7, 2020
From: VAIDYANATHAN, VIJAY; MONTY JOSHI, HIMANSHU; MANTILLA GARCIA, DANIEL; ANG, ANDREW
To: OPTIMAL ASSET MANAGEMENT, INC.
Reel/Frame 054002/0593 →
Assignment of Assignor's Interest Jul 29, 2021
From: VAIDYANATHAN, VIJAY; JOSHI, HIMANSHU MONTY; AQUINO, ARMAND; BARLOW, ALEC
To: OPTIMAL ASSET MANAGEMENT, INC.
Reel/Frame 057018/0821 →
Merger Mar 25, 2022
From: OZONE ACQUISITION SUB, INC.; OPTIMAL ASSET MANAGEMENT, INC.
To: PERSHING X DIRECT INDEXING, INC.
Reel/Frame 059404/0951 →