Patent Assignment
Reel/Frame 074530/0646
Security Interest
Recorded: 2026-04-30
Pages: 7
Assignor
EDELMAN FINANCIAL ENGINES, LLC
Executed: 2026-04-30
Assignee
JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
WLS - DOCUMENT WORKFLOW MANAGEMENT;, 10 SOUTH DEARBORN STREET - FLOOR L2; MAIL CODE IL1-1190, CHICAGO, ILLINOIS, 60603
Covered Properties
(2)
Tax-Aware Asset Allocation
Patent:
8,200,561 →
Application:
10/404,818 →
Method, System, and Computer Program for Investing
Patent:
8,224,735 →
Application:
12/693,996 →
Related Assignments
(17)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Dec 17, 2003
From: SCOTT, JASON S.
To: FINANCIAL ENGINES, INC.
Reel/Frame 014204/0511 →
Security Agreement
Apr 3, 2007
From: FINANCIAL ENGINES, INC.
To: SILICON VALLEY BANK
Reel/Frame 019102/0571 →
Assignment of Assignor's Interest
Jun 3, 2008
From: SCOTT, JASON; SCHWAB, JOSHUA DAVID; WATSON, JOHN G.; HU, WEI-YIN
To: FINANCIAL ENGINES, INC.
Reel/Frame 021032/0197 →
Assignment of Assignor's Interest
Feb 17, 2011
From: BOLD, ADAM; SCHREFT, STACEY
To: THE MUTUAL FUND STORE-KANSAS CITY, LLC
Reel/Frame 025824/0034 →
Assignment of Assignor's Interest
Feb 17, 2011
From: THE MUTUAL FUND STORE-KANSAS CITY, LLC
To: TMFS HOLDINGS, LLC
Reel/Frame 025827/0424 →
Security Agreement
Sep 16, 2011
From: TMFS HOLDINGS, LLC
To: BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
Reel/Frame 026917/0602 →
Security Interest
Aug 1, 2014
From: TMFS HOLDINGS, LLC
To: CREDIT SUISSE AG, AS COLLATERAL AGENT
Reel/Frame 033460/0827 →
Release of Security Interest
Aug 1, 2014
From: BANK OF MONTREAL, AS ADMINISTRATIVE AGENT
To: TMFS HOLDINGS, LLC
Reel/Frame 033460/0833 →
Release of Security Interest
Feb 1, 2016
From: CREDIT SUISSE AG
To: TMFS HOLDINGS, LLC
Reel/Frame 037637/0814 →
Assignment of Assignor's Interest
Sep 12, 2017
From: TMFS HOLDINGS, LLC
To: FINANCIAL ENGINES, INC.
Reel/Frame 043564/0962 →
Second Lien Patent Security Agreement
Jul 20, 2018
From: EDELMAN FINANCIAL SERVICES, LLC; FINANCIAL ENGINES, INC.
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 046596/0451 →
First Lien Patent Security Agreement
Jul 20, 2018
From: EDELMAN FINANCIAL SERVICES, LLC; FINANCIAL ENGINES, INC.
To: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
Reel/Frame 046596/0610 →
Merger
Jul 26, 2018
From: FINANCIAL ENGINES, INC.
To: FINANCIAL ENGINES, INC.
Reel/Frame 046474/0924 →
Entity Conversion
Jul 27, 2018
From: FINANCIAL ENGINES, INC.
To: FINANCIAL ENGINES, LLC
Reel/Frame 046642/0370 →
Change of Name
Nov 19, 2018
From: FINANCIAL ENGINES, LLC
To: EDELMAN FINANCIAL ENGINES, LLC
Reel/Frame 048150/0548 →
Release of Security Interest in United States Patents (Reel/Frame 046596/0451)
Apr 30, 2026
From: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
To: EDELMAN FINANCIAL ENGINES, LLC; EDELMAN FINANCIAL SERVICES, LLC
Reel/Frame 075371/0426 →
Assignment of Security Interest
Apr 30, 2026
From: MORGAN STANLEY SENIOR FUNDING, INC., AS COLLATERAL AGENT
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 075371/0713 →