Patents by Inventor Fielding B. Wilson

Fielding B. Wilson 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).

  • Readying customer data based on geo-location
    Patent number: 9747595
    Abstract: In one embodiment, the invention involves a method for readying client financial data. The method comprises receiving a proximity distance; identifying a location of a mobile device of a financial professional (FP); identifying a location of a first client of the FP within the proximity distance from the location of the mobile device; downloading, by the mobile device and in response to identifying the first client, a first financial data item corresponding to the first client; and displaying, to the FP by the mobile device, the first financial data item.
    Type: Grant
    Filed: August 31, 2012
    Date of Patent: August 29, 2017
    Assignee: Intuit Inc.
    Inventors: Bryan Kyle Tublin, Jeffrey M. Wolfe, Eddie James Lucero, Phillip J. Ohme, Fielding B. Wilson, Robert Milo Keathley