| 11803694 |
Processing and delivery of private electronic documents |
Gretel Baumgartner, Nathaniel Brogan, Nickolas Heckman, Joshua M. Heizman, Benjamin P. Hencke +2 more |
2023-10-31 |
|
| 10891323 |
Processing and delivery of private electronic documents |
Gretel Baumgartner, Nathaniel Brogan, Nickolas Heckman, Joshua M. Heizman, Benjamin P. Hencke +2 more |
2021-01-12 |
$87,663,000 |
| 10204095 |
Processing and delivery of private electronic documents |
Gretel Baumgartner, Nathaniel Brogan, Nickolas Heckman, Joshua M. Heizman, Benjamin P. Hencke +2 more |
2019-02-12 |
$39,197,000 |
| 7983975 |
Financial advisory system |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, John G. Watson, Jeff N. Maggioncalda +2 more |
2011-07-19 |
$9,512,000 |
| 7813989 |
Financial goal planning and analysis system |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, John G. Watson, Jeff N. Maggioncalda +2 more |
2010-10-12 |
$5,681,000 |
| 7788155 |
Financial advisory system |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, John G. Watson, Jeff N. Maggioncalda +2 more |
2010-08-31 |
$5,303,000 |
| 7016870 |
Identifying a recommended portfolio of financial products for an investor based upon financial products that are available to the investor |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, John G. Watson, Jeff N. Maggioncalda +2 more |
2006-03-21 |
|
| 6021397 |
Financial advisory system |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, John G. Watson, Jeff N. Maggioncalda +2 more |
2000-02-01 |
|