Patents
US 9799043 B2: Accredited advisor management system
- Granted
- 2017-10-24
- Filed
- 2014-05-06 application 14271339
- Type
- Utility · 20 claims
- Elsewhere
- Google Patents ↗ · USPTO patent document ↗ · USPTO Patent Center record ↗
Abstract
Systems and methods for an accredited advisor management are provided. First information enabling unique identification of a first advisor may be processed. The first advisor may be matched to a first category of advising services. Input from the first advisor may be processed based at least in part on the first category. Data sources corresponding to accrediting authorities may be selected. Credential information that came electronically from the data sources may be processed. A first set of advisor information may be consolidated at least partially based on the input and on the credential information. A second set of advisor information may be prepared for exposure to advisees. At least part of the second set of advisor information may be transmitted to an end-user communication device.
Source: PVGPATDIS, file of 2026-04-10 (ipg171024.xml).
Assignees
| Assignee | Type | Place | Also on furp.org | Source |
|---|---|---|---|---|
| YP LLC 20 patents | US company or organization | Tucker, GA | PVGPATDIS, file of 2026-04-10 |
Inventors
| Inventor | Place | Patents | Person page | Source |
|---|---|---|---|---|
| Mehul Jain | Foster City, CA | 42 | PVGPATDIS, file of 2026-04-10 |
CPC categories
| Subclass | Category | First group | Source |
|---|---|---|---|
| G06Q | Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial or supervisory purposes; systems or methods specially adapted for administrative, commercial, financial, managerial or supervisory purposes, not otherwise provided for | G06Q30/0201 | PVGPATDIS, file of 2026-04-10 |
| H04L | Transmission of digital information, e.g. telegraphic communication | H04L67/131 | PVGPATDIS, file of 2026-04-10 |
Cooperative Patent Classification, as currently assigned (one row per subclass).
Assignments and security interests
| Recorded | What | From | To | Reel/frame | Source |
|---|---|---|---|---|---|
| 2025-01-07 | Release of security interest Release of security interest | PNC BANK, NATIONAL ASSOCIATION, AS AGENT signed 2024-12-12 | YP LLC DFW AIRPORT, TX | 69765/785 | ECORSEXC, file of 2026-09-25 |
| 2024-05-10 | Release of security interest Release of security interest | WELLS FARGO BANK, NATIONAL ASSOCIATION signed 2024-05-01 | DEX MEDIA, INC. GRAPEVINE, TX YP LLC GRAPEVINE, TX YELLOWPAGES.COM LLC GRAPEVINE, TX YP ADVERTISING & PUBLISHING LLC GRAPEVINE, TX PRINT MEDIA LLC GRAPEVINE, TX CERBERUS YP DIGITAL BLOCKER LLC GRAPEVINE, TX CERBERUS YP BLOCKER LLC GRAPEVINE, TX YP HOLDINGS LLC GRAPEVINE, TX PRINT MEDIA HOLDINGS LLC GRAPEVINE, TX YP INTERMEDIATE HOLDINGS CORP. GRAPEVINE, TX YP WESTERN HOLDINGS CORP. GRAPEVINE, TX YP SOUTHEAST HOLDINGS CORP. GRAPEVINE, TX YP MIDWEST HOLDINGS CORP. GRAPEVINE, TX YP CONNECTICUT HOLDINGS CORP. GRAPEVINE, TX PLUSMO HOLDINGS CORP. GRAPEVINE, TX INGENIO HOLDINGS CORP. GRAPEVINE, TX | 67381/745 | PASDL, file of 2026-10-15 |
| 2024-05-07 | Release of security interest Release of security interest | WELLS FARGO BANK, NATIONAL ASSOCIATION signed 2024-05-01 | THRYV, INC. DALLAS, TX | 67341/434 | PASDL, file of 2026-10-15 |
| 2024-05-03 | Security interest Security interest Security interest | THRYV, INC. signed 2024-05-01 | CITIZENS BANK, N.A. BOSTON, MA | 67310/627 | PASDL, file of 2026-10-15 |
| 2024-05-01 | Security interest Security interest Security interest | THRYV, INC. signed 2024-05-01 | CITIZENS BANK, N.A. BOSTON, MA | 67287/759 | PASDL, file of 2026-10-15 |
| 2021-03-02 | Release of security interest Release of security interest in intellectual property | WILMINGTON TRUST, NATIONAL ASSOCIATION., AS ADMINISTRATIVE AGENT signed 2021-03-01 | THRYV, INC. (FORMERLY KNOWN AS DEX MEDIA, INC.) DALLAS, TX THRYV HOLDINGS, INC. (FORMERLY KNOWN AS DEX MEDIA HOLDINGS, INC.) DALLAS, TX | 55472/592 | PASDL, file of 2026-10-15 |
| 2021-03-01 | Security interest Security interest Security interest | THRYV, INC. signed 2021-03-01 | WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT DENVER, CO | 55452/258 | PASDL, file of 2026-10-15 |
| 2020-02-24 | Assignment Assignment of assignor's interest | YP LLC signed 2020-02-20 | THRYV, INC. D/FW AIRPORT, TX | 51906/969 | ECORSEXC, file of 2026-09-25 |
| 2017-07-28 | Security interest Security interest Security interest | YP LLC signed 2017-07-27 | WILMINGTON TRUST, NATIONAL ASSOCIATION MINNEAPOLIS, MN | 43363/386 | ECORSEXC, file of 2026-09-25 |
| 2017-07-12 | Release of security interest Release of security interest | PNC BANK, NATIONAL ASSOCIATION signed 2017-06-30 | YP LLC DFW AIRPORT, TX | 42984/497 | ECORSEXC, file of 2026-09-25 |
| 2017-07-03 | Security interest Security interest Security agreement | YP LLC signed 2017-06-30 YELLOWPAGES.COM LLC signed 2017-06-30 YP ADVERTISING & PUBLISHING LLC signed 2017-06-30 PRINT MEDIA LLC signed 2017-06-30 DEX MEDIA HOLDINGS, INC. signed 2017-06-30 CERBERUS YP DIGITAL BLOCKER LLC signed 2017-06-30 CERBERUS YP BLOCKER LLC signed 2017-06-30 YP HOLDINGS LLC signed 2017-06-30 PRINT MEDIA HOLDINGS LLC signed 2017-06-30 YP INTERMEDIATE HOLDINGS CORP. signed 2017-06-30 YP WESTERN HOLDINGS CORP. signed 2017-06-30 YP SOUTHEAST HOLDINGS CORP. signed 2017-06-30 YP MIDWEST HOLDINGS CORP. signed 2017-06-30 YP CONNECTICUT HOLDINGS CORP. signed 2017-06-30 PLUSMO HOLDINGS CORP. signed 2017-06-30 INGENIO HOLDINGS CORP. signed 2017-06-30 | WELLS FARGO BANK, NATIONAL ASSOCIATION NEW YORK, NY | 43074/794 | PASDL, file of 2026-10-15 |
| 2016-12-07 | Security interest Security interest Security agreement | YP LLC signed 2016-11-23 | PNC BANK, NATIONAL ASSOCIATION, AS AGENT EAST BRUNSWICK, NJ | 40838/137 | ECORSEXC, file of 2026-09-25 |
| 2015-01-08 | Merger Merger | YP INTELLECTUAL PROPERTY LLC signed 2014-12-31 | YP LLC TUCKER, GA | 34667/964 | ECORSEXC, file of 2026-09-25 |
| 2014-05-07 | Assignment Assignment of assignor's interest | JAIN, MEHUL signed 2014-05-06 | YP INTELLECTUAL PROPERTY LLC TUCKER, GA | 32845/663 | ECORSEXC, file of 2026-09-25 |
Documents recorded with the USPTO Assignment Recordation Branch that list this patent. A security interest is a lender’s claim on the patent as collateral; a release ends it.
USPTO bulk data: PatentsView granted patents, disambiguated (PVGPATDIS) for patents, assignees, inventors, places and CPC categories; the USPTO Patent Assignment Dataset (ECORSEXC) for assignments and security interests. Patents filed in the last 20 years. No claims or full text. Links to other records are by name (and state): EXACT means the identical full name and state; FUZZY means a looser name match, with the confidence shown.