Issued Patents All Time
Showing 1–4 of 4 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 8731985 | System and method for transforming and managing a financial services office and business | Greg Maged | 2014-05-20 |
| 8019669 | System and method for referral fee processing in accounts managed by financial advisors | Joshua Rymer, Gerald Graves, Deborah D. McWhinney, Charles D. Welling, Steven B. Hirsch | 2011-09-13 |
| 7747497 | System and method for referral fee processing in accounts managed by financial advisors | Joshua Rymer, Gerald Graves, Deborah D. McWhinney, Charles D. Welling, Steven B. Hirsch | 2010-06-29 |
| 7483847 | System and method for referral fee processing in accounts managed by financial advisors | Joshua Rymer, Gerald Graves, Deborah D. McWhinney, Charles D. Welling, Steven B. Hirsch | 2009-01-27 |