Patents by Inventor Donald Weldon

Donald Weldon has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20060106703
    Abstract: As system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.
    Type: Application
    Filed: November 18, 2005
    Publication date: May 18, 2006
    Inventors: Bernard Del Rey, Mark Sheehan, Donald Weldon