Issued Patents All Time
Showing 1–6 of 6 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 8812388 | Systems and methods for multi-style portfolio (MSP) cash flow enhancement | Joseph A. Barone, Charles Smith, William McKinney | 2014-08-19 |
| 7912778 | Systems, methods and computer program products for processing orders subject to investment restrictions | — | 2011-03-22 |
| 7873563 | Systems and methods for automatically backing out buy orders | Joseph A. Barone, William McKinney, Michele Pierdinock | 2011-01-18 |
| 7805348 | Systems and methods enabling investment activities via the creation and use of client-specific security files | Charles Smith, Michele Pierdinock, Donna Figlik, Lorraine Giordano | 2010-09-28 |
| 7797224 | Systems and methods for automatically backing out by orders | Joseph A. Barone, William McKinney, Michele Pierdinock | 2010-09-14 |
| 7711626 | Systems, methods, and computer program products for adjusting the assets of an investment account | Charles Smith, Michele Pierdinock, William McKinney, Lavinia Shao-Hui Zyvith, Reo A. Gonzales +1 more | 2010-05-04 |