IP Library › Patent Application 60873750

Patent Application Provisional Small

App. No. 60/873,750 · Confirmation No. 7797

Systems and methods for determining investment suitability

Inventors: Jeffrey B. Levering, Alex Magary, Jonas Burton

Provisional Application Expired

	Code	Description	Pages	PDF
2007-01-03	`APP.FILE.REC`	Filing Receipt	3	View
2006-12-08	`TRNA`	Transmittal of New Application	2	View
2006-12-08	`SPEC`	Specification	21	View
2006-12-08	`DRW`	Drawings-only black and white line drawings	10	View
2006-12-08	`WFEE`	Fee Worksheet (SB06)	1	View
2006-12-08	`ADS`	Application Data Sheet	3	View

Inventors

Jeffrey B. Levering Harvard, MA

Alex Magary Andover, MA

Jonas Burton Stoneham, MA

Attorneys & Agents of Record

CHARLES CHOI Reg. 76821 Attorney

JIE XIANG Reg. 74068 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JENNIFER BUSH Reg. 50784 Attorney · WOLF, GREENFIELD & SACKS, P.C.

MICHELE MORESCO Reg. 76736 Agent · WOLF, GREENFIELD & SACKS, P.C.

ANNE WEEKS Reg. 77065 Attorney · WOLF GREENFIELD & SACKS, P.C.

JONATHAN ROSES Reg. 61115 Attorney · WOLF, GREENFIELD & SACKS, P.C.

EDMUND WALSH Reg. 32950 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ELISABETH HUNT Reg. 67336 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JASON BALICH Reg. 67110 Attorney · WOLF, GREENFIELD & SACKS, P.C.

DAVID GESNER Reg. 72100 Attorney · WOLF, GREENFIELD & SACKS, PC

ROSHAN PLAMTHOTTAM Reg. 79773 Agent · WOLF, GREENFIELD, & SACKS, P.C.

WILLIAM LINDEMANN Reg. 81128 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JENNIFER WANG Reg. 68598 Attorney · WOLF, GREENFIELD AND SACKS, P.C.

ZACHARY PICCOLOMINI Reg. 63390 Attorney · WOLF, GREENFIELD & SACKS PC

CHARLES BAKER Reg. 46533 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ADAM ZEIGER Reg. 76246 Attorney · WOLF GREENFIELD & SACKS, P.C.

DANIEL YOUNG Reg. 62868 Attorney · WOLF, GREENFIELD AND SACKS, P.C.

JONATHAN THOMPSON Reg. 84523 Agent · WOLF, GREENFIELD & SACKS

THOMAS FRANKLIN Reg. 63456 Attorney · WOLF, GREENFIELD & SACKS, P.C.

KYLEE PROSSER Reg. 81429 Agent · WOLF GREENFIELD & SACKS

EVAN BENDER Reg. 82491 Agent · WOLF GREENFIELD AND SACKS

ROBERT MALDONADO Reg. 38232 Attorney · WOLF GREENFIELD & SACKS P.C.

KATHERINE WADE Reg. 80193 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JOHN OTTERBEIN Reg. 80331 Agent · WOLF, GREENFIELD & SACKS, P.C.

EDWARD RUSSAVAGE Reg. 43069 Attorney · WOLF GREENFIELD

ALLISON MAYNE Reg. 82354 Agent · WOLF, GREENFIELD & SACKS, P.C.

CAITLIN SCHNEIDER Reg. 84397 Agent · WOLF, GREENFIELD & SACKS, P.C.

SCOTT MCKEOWN Reg. 42866 Attorney · WOLF, GREENFIELD & SACKS

VICTOR CHEUNG Reg. 66229 Attorney · WOLF, GREENFIELD & SACKS, P.C.

SAAD ALAM Reg. 77456 Agent · WOLF, GREENFIELD & SACKS

EDWARD STANTON Reg. 80639 Agent · WOLF, GREENFIELD & SACKS P.C.

CHARLOTTE STEWART-SLOAN Reg. 79827 Agent · WOLF GREENFIELD & SACKS P.C.

ROBERT HUNT Reg. 39231 Attorney · WOLF, GREENFIELD & SACKS, P.C.

KEVIN MACDONALD Reg. 74522 Attorney · WOLF GREENFIELD, P.C.

SARAH SCHLOTTER Reg. 79027 Attorney · WOLF, GREENFIELD & SACKS, P.C.

SHEILA BONITATIBUS Reg. 83932 Agent · WOLF GREENFIELD & SACKS

MELISSA JOHANNES Reg. 54986 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ROBERT WALAT Reg. 46324 Attorney · WOLF, GREENFIELD & SACKS, P.C.

CURTIS POWELL Reg. 73995 Attorney · WOLF, GREENFIELD & SACKS, P.C.

NIDHI MALLA Reg. 59924 Agent · WOLF GREENFIELD & SACKS, P.C.

AMANDA VARRICHIONE Reg. 76803 Attorney · WOLF, GREENFIELD AND SACKS P.C.

JESSICA VON REYN Reg. 76839 Attorney · WOLF GREENFIELD & SACKS

MATTHEW GRADY Reg. 52957 Attorney · WOLF GREENFIELD

SAMUEL DOSKOCIL Reg. 80312 Attorney · WOLF GREENFIELD & SACKS, P.C.

JOHN WELCH Reg. 28129 Attorney · WOLF GREENFIELD & SACKS, P.C.

WILLIAM ZHANG Reg. 69059 Attorney · WOLF, GREENFIELD & SACKS, P.C.

HELEN LOCKHART Reg. 39248 Attorney · WOLF, GREENFIELD & SACKS, P.C.

MARY JOENS Reg. 84051 Agent · WOLF GREENFIELD

JASON HONEYMAN Reg. 31624 Attorney · WOLF, GREENFIELD & SACKS, P.C.

MICHAEL POMIANEK Reg. 46190 Attorney · WOLF GREENFIELD & SACKS, PC

LINGYIN GE Reg. 77265 Attorney · WOLF, GREENFIELD & SACKS, PC

MARC JOHANNES Reg. 64978 Attorney · WOLF GREENFIELD & SACKS, P.C.

RICHARD GIUNTA Reg. 36149 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JOHN VAN AMSTERDAM Reg. 40212 Attorney · WOLF, GREENFIELD & SACKS, P.C.

OONA JOHNSTONE Reg. 68177 Attorney · WOLF, GREENFIELD AND SACKS, P.C.

HARRISON SHECTER Reg. 78514 Attorney · WOLF GREENFIELD & SACKS, P.C.

MICHAEL RADER Reg. 52146 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JOSEPH NOREIKA Reg. 81968 Agent

GERALD HRYCYSZYN Reg. 50474 Attorney · WOLF, GREENFIELD & SACKS, P.C.

RANDY PRITZKER Reg. 35986 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JAMES REDONDO Reg. 81209 Attorney · WOLF, GREENFIELD & SACKS, P.C.

TANI CHEN Reg. 52728 Attorney · WOLF, GREENFIELD & SACKS, P.C.

GEORGE SCOTT Reg. 62859 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ANDREW MATHIS Reg. 80350 Attorney · WOLF, GREENFIELD & SACKS

ANDREW VARRENTI Reg. 78555 Attorney · WOLF, GREENFIELD & SACKS, P.C.

MAX ZEGERS Reg. 83072 Agent · WOLF, GREENFIELD & SACKS, P.C.

NATHAN JACOBS Reg. 77021 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ELIZABETH BOEHM Reg. 76538 Agent · WOLF, GREENFIELD & SACKS, P.C.

COLIN BUSS Reg. 80358 Attorney · WOLF, GREENFIELD & SACKS

DOUGLAS WOLF Reg. 36971 Attorney · WOLF, GREENFIELD & SACKS, P.C.

TYLER GODDARD Reg. 79628 Agent · WOLF GREENFIELD & SACKS

KAREN CRUZ Reg. 83258 Agent · WOLF, GREENFIELD & SACKS, PC

MICHAEL PARSONS Reg. 58767 Attorney · WOLF, GREENFILED & SACKS, P.C.

TONIA SAYOUR Reg. 58404 Attorney · WOLF GREENFIELD & SACKS, P.C.

STEPHEN RABINOWITZ Reg. 40286 Attorney · WOLF, GREENFIELD & SACKS, P.C.

CLAIRE LIDSTON Reg. 81205 Agent · WOLF, GREENFIELD & SACKS, P.C.

CARA DAWSON Reg. 70034 Attorney · WOLF GREENFIELD & SACKS, P.C.

TIMOTHY OYER Reg. 36628 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ROQUE EL HAYEK Reg. 55151 Attorney · WOLF, GREENFIELD & SACKS, P.C.

HEATHER DIPIETRANTONIO Reg. 65843 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ZHIYUN GE Reg. 73869 Attorney · WOLF, GREENFIELD & SACKS, P.C.

PATRICK WALLER Reg. 41418 Attorney · WOLF, GREENFIELD & SACKS, PC

ROBERT JENSEN Reg. 61146 Attorney · WOLF, GREENFIELD & SACKS P.C.

JANICE VATLAND Reg. 52318 Attorney · WOLF, GREENFIELD & SACKS, P.C.

PHILIP HAMZIK Reg. 75481 Attorney · WOLF GREENFIELD

JOHN HARMON Reg. 67131 Attorney · WOLF, GREENFIELD & SACKS P.C.

EVAN JONES Reg. 79358 Agent

DANIEL RUDOY Reg. 70972 Attorney · WOLF, GREENFIELD AND SACKS P.C.

SHANGXING LU Reg. 80263 Agent · WOLF, GREENFIELD & SACKS, P.C.

ANDREW WILLIAMS Reg. 48644 Attorney · WOLF, GREENFIELD & SACKS, P.C.

LIN LI Reg. 74442 Attorney · WOLF, GREENFIELD & SACKS, P.C.

LAURA ROGERS Reg. 73256 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ROBERT SAHR Reg. 65507 Attorney · WOLF GREENFIELD & SACKS, P.C.

WILLIAM CZAPLYSKI Reg. 76669 Attorney · WOLF GREENFIELD

JOHN HOVESTADT Reg. 80320 Attorney · WOLF GREENFIELD

ADRIENNE ZAGIEBOYLO Reg. 82753 Agent · WOLF GREENFIELD & SACKS P.C.

JAMES MORRIS Reg. 34681 Attorney · WOLF, GREENFIELD & SACKS, P.C.

NAFIS REZA Reg. 81089 Agent · WOLF, GREENFIELD & SACKS, P.C.

JOSEPH BOWLER Reg. 77641 Attorney · WOLF, GREENFIELD & SACKS, P.C.

VICTORIA JULIAN Reg. 81469 Agent · WOLF GREENFIELD SACKS

JESSAMINE LEE Reg. 61674 Attorney · WOLF, GREENFIELD AND SACKS

ANDREW MAHER Reg. 79399 Attorney · WOLF, GREENFIELD & SACKS, P.C.

BRANDON BLACKWELL Reg. 66256 Attorney · WOLF, GREENFIELD AND SACKS, P. C.

MARK CONSILVIO Reg. 72065 Attorney · DENTONS US LLP

CONOR KAVANAGH Reg. 81910 Agent · WOLF, GREENFIELD & SACKS, P.C.

ADAM WICHMAN Reg. 43988 Attorney · WOLF, GREENFIELD & SACKS, P.C.

MARIA TREVISAN Reg. 48207 Attorney · WOLF, GREENFIELD & SACKS, P.C.

FLORA LUO Reg. 78667 Attorney · WOLF, GRENNFIELD & SACKS, P.C.

BENJAMIN WALSH Reg. 82138 Agent · WOLF GREENFIELD AND SACKS

ZACHARY WESTHOFF Reg. 84371 Attorney · WOLF GREENFIELD & SACKS, P.C.

DANIELLE SAMBLANET Reg. 76749 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ANDREW SCHLAUS Reg. 82211 Agent · WOLF GREENFIELD

GABRIEL MCCOOL Reg. 58423 Attorney · WOLF, GREENFIELD & SACKS, P.C.

NEIL FERRARO Reg. 39188 Attorney · WOLF, GREENFIELD & SACKS, P.C.

GREGORY NIEBERG Reg. 57063 Attorney · WOLF, GREENFIELD & SACKS, P.C.

ANANT SARASWAT Reg. 76050 Attorney · WOLF, GREENFIELD & SACKS, P.C.

SAMANTHA COLLINS Reg. 83077 Agent · WOLF GREENFIELD

EDWARD GATES Reg. 31616 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JAMES HANIFIN Reg. 39213 Attorney · WOLF, GREENFIELD & SACKS, P.C.

JEFFREY HSI Reg. 40024 Attorney · WOLF, GREENFIELD & SACKS, P.C.

DANIEL SMITH Reg. 71278 Attorney · FISH & RICHARDSON P.C.

MATTHEW DUFFEY Reg. 73865 Attorney · WOLF, GREENFIELD & SACKS, P.C.

KIRSTEN WEIGEL-VAN AKEN Reg. 75857 Attorney · WOLF, GREENFIELD & SACKS

DIANA BORGAS Reg. 75967 Agent · WOLF GREENFIELD & SACKS, P.C.

ELIZABETH MULSKI Reg. 77692 Attorney · WOLF GREENFIELD & SACKS, P.C.

JEFFREY HARRIGAN Reg. 79725 Agent · WOLF, GREENFIELD & SACKS

STEVEN HANNIGAN Reg. 80498 Attorney · WOLF GREENFIELD & SACKS

KEVIN CHANCELLOR Reg. 80711 Agent · WOLF, GREENFIELD & SACKS, P.C.

SAMUEL KIM Reg. 80731 Agent · WOLF, GREENFIELD & SACKS

JILL RYAN Reg. 81655 Agent

Prosecution

Customer No.: 23628
Docket No.: N0389.70014US00
Confirmation No.: 7797

NEWRIVER, INC.

from LAZARD TECHNOLOGY PARTNERS II, LP

TERMINATION OF INTELLECTUAL PROPERTY SECURITY AGREEMENT AT REEL 020462 FRAME 0686 Recorded 2010-08-19

024850/0921 →

NEWRIVER, INC.

from SILICON VALLEY BANK

TERMINATION OF INTELLECTUAL PROPERTY SECURITY AGREEMENT AT REEL 020156 FRAME 0380 Recorded 2010-08-18

024850/0303 →

LAZARD TECHNOLOGY PARTNERS II, LP

from NEWRIVER, INC.

SECURITY AGREEMENT Recorded 2008-02-05

020462/0686 →

SILICON VALLEY BANK

from NEWRIVER, INC.

SECURITY AGREEMENT Recorded 2007-11-07

020156/0380 →

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Quick Facts

App. No.: 60/873,750
Filed: 2006-12-08

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