Patent Assignment
Reel/Frame 074570/0593
Release of Security Interest in Patents Recorded at Reel/Frame 051841/0695
Recorded: 2026-01-27
Pages: 6
Assignor
CITIBANK, N.A.
Executed: 2026-01-27
Assignee
TEGRA118 WEALTH SOLUTIONS, INC., F/K/A FISERV INVESTMENT SOLUTIONS, INC.
184 LIBERTY CORNER ROAD, SUITE 301, WARREN, NEW JERSEY, 07059
Covered Properties
(12)
Automated Actions Based on Restrictions
Investment Advice Systems and Methods
Patent:
7,249,080 →
Application:
09/696,762 →
Systems and Methods for Multi-Style Portfolio (Msp) Cash Flow Enhancement
Systems and Methods for Automatically Backing Out Buy Orders
Systems, Methods, and Computer Program Products for Adjusting the Assets of an Investment Account
Systems and Methods Enabling Investment Activities via the Creation and Use of Client-Specific Security Files
Systems, Methods and Computer Program Products for Processing Orders Subject to Investment Restrictions
Automated Actions Based on Restrictions
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 →
Drift Determination in Multi-Style Managed Client Investment Account
Patent:
7,809,624 →
Application:
10/372,647 →
System and Method for Multiple Account Single Security Trading
Related Assignments
(25)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Mar 22, 2001
From: MCRAE, DONALD A.; SAMUELSON, PAUL; SCHULMAN, EVAN; WALKER, JAMES L.
To: UPSTREAM TECHNOLOGIES LLC
Reel/Frame 011643/0482 →
Assignment of Assignor's Interest
Feb 14, 2002
From: WALKER, JAMES L.
To: UPSTREAM TECHNOLOGIES LLC
Reel/Frame 012636/0964 →
Assignment of Assignor's Interest
Apr 11, 2002
From: COIRA, ROBERT S.; DERSTINE, JOEL D.; PANZICA, CHRISTOPHER; KENT, MICHAEL J.
To: CHECKFREE SERVICES CORPORATION
Reel/Frame 012788/0629 →
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 CORPORATION
To: FISERV INVESTMENT SOLUTIONS, INC.
Reel/Frame 027696/0306 →
Assignment of Assignor's Interest
Feb 13, 2012
From: CHECKFREE SERVICES CORPORATION
To: FISERV INVESTMENT SOLUTIONS, INC.
Reel/Frame 027696/0310 →
Release of Security Interest
Feb 15, 2013
From: SUNTRUST BANK
To: CHECKFREE CORPORATION; CHECKFREE SERVICES CORPORATION; CHECKFREE INVESTMENT CORPORATION
Reel/Frame 029846/0824 →
Security Interest
Feb 18, 2020
From: FISERV INVESTMENT SOLUTIONS, INC.
To: CITIBANK N.A., AS COLLATERAL AGENT
Reel/Frame 051841/0695 →
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 →