IP Library Assignment 075371/0713
Patent Assignment
Reel/Frame 075371/0713

ASSIGNMENT OF SECURITY INTEREST

Recorded: 2026-04-30 Received: 2026-04-30 Pages: 21
Assignor
Assignee
JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
WLS - DOCUMENT WORKFLOW MANAGEMENT;, 10 SOUTH DEARBORN STREET - FLOOR L2; MAIL CODE IL1-1190, CHICAGO, IL, 60603, UNITED STATES
Covered Applications (9)
CREATING AND MAINTAINING A PAYOUT-READY PORTFOLIO WITHIN AN INVESTMENT PLAN TO GENERATE A SUSTAINABLE INCOME STREAM
App. No. 13/195,447
METHOD, SYSTEM, AND COMPUTER PROGRAM FOR INVESTING
App. No. 12/693,996
FINANCIAL GOAL PLANNING AND ANALYSIS SYSTEM
App. No. 12/259,429
FINANCIAL ADVISORY SYSTEM
App. No. 12/127,000
USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM
App. No. 11/933,555
FINANCIAL ADVISORY SYSTEM
App. No. 11/219,513
ENHANCING UTILITY AND DIVERSIFYING MODEL RISK IN A PORTFOLIO OPTIMIZATION FRAMEWORK
App. No. 09/955,394
USER INTERFACE FOR A FINANCIAL ADVISORY SYSTEM THAT ALLOWS AN END USER TO INTERACTIVELY EXPLORE TRADEOFFS AMONG INPUT DECISIONS
App. No. 09/904,707
LOAD AWARE OPTIMIZATION
App. No. 09/792,258