Patent Assignment
Reel/Frame 076039/0581
Release of Security Interest
Recorded: 2026-09-16
Pages: 6
Assignor
SOVEREIGN’S CAPITAL VENTURE IV, LP, AS COLLATERAL AGENT
Executed: 2026-09-03
Assignee
BRIGHTPLAN LLC
7491 N FEDERAL HIGHWAY, SUITE C5-302, BOCA RATON, FLORIDA, 33487
Covered Properties
(10)
Artificially Intelligent Financial Wellness
Application:
18/778,566 →
Publication:
US US20240372840A1
Artificially Intelligent Systems and Methods for Financial Coaching
Application:
63/676,867 →
Goal Achievement Systems, Methods and Media
Application:
18/309,733 →
Publication:
US US20230267546A1
Automation and Latency Remediation for Secure Messaging Systems
Automation and Latency Remediation for Secure Messaging Systems
Secure Messaging Systems and Methods
Secure Messaging Systems and Methods
Secure Messaging Systems, Methods, and Automation
Secure Messaging Systems and Methods
Systems and Methods for Components of Financial Wellness
Related Assignments
(17)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Nov 28, 2017
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 044242/0016 →
Assignment of Assignor's Interest
Nov 1, 2018
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 047384/0646 →
Assignment of Assignor's Interest
Jul 25, 2019
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 049859/0004 →
Assignment of Assignor's Interest
Jan 14, 2020
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 051508/0390 →
Assignment of Assignor's Interest
Apr 3, 2020
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 052309/0623 →
Assignment of Assignor's Interest
Jul 22, 2020
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 053279/0338 →
Assignment of Assignor's Interest
Oct 6, 2020
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 053986/0317 →
Security Interest
Sep 2, 2022
From: BRIGHTPLAN LLC
To: CYNOSURE INVESTMENT PARTNERS, LLC
Reel/Frame 060984/0927 →
Assignment of Assignor's Interest
Dec 13, 2022
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 062073/0558 →
Assignment of Assignor's Interest
Dec 13, 2022
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 062073/0636 →
Assignment of Assignor's Interest
May 1, 2023
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 063493/0663 →
Assignment of Assignor's Interest
Jul 25, 2024
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 068086/0849 →
Assignment of Assignor's Interest
Jul 25, 2024
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 068086/0722 →
Assignment of Assignor's Interest
Aug 14, 2024
From: ROBINSON, LARRY; SHAH, KRUTARTH; VO, HUEY; DE BEER, MARTHIN
To: BRIGHTPLAN LLC
Reel/Frame 068286/0853 →
Security Interest
Apr 10, 2025
From: BRIGHTPLAN LLC
To: SOVEREIGN’S CAPITAL VENTURE IV, LP
Reel/Frame 070803/0171 →
Release of Security Interest
Dec 23, 2025
From: CYNOSURE INVESTMENT PARTNERS, LLC, AS COLLATERAL AGENT
To: BRIGHTPLAN LLC
Reel/Frame 073300/0420 →
Security Interest
Jan 6, 2026
From: BRIGHTPLAN LLC
To: RIVERSIDE ACCELERATION CAPITAL FUND III, L.P.
Reel/Frame 073372/0800 →