Patents by Inventor Garett Wiley

Garett Wiley 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).

  • METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
    Publication number: 20240015555
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: June 6, 2023
    Publication date: January 11, 2024
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
    Publication number: 20220084116
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: November 23, 2021
    Publication date: March 17, 2022
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
    Publication number: 20190251636
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: April 29, 2019
    Publication date: August 15, 2019
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD AND SYSTEM FOR ELECTRONIC DELIVERY OF SENSITIVE INFORMATION
    Publication number: 20190197257
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Application
    Filed: December 20, 2018
    Publication date: June 27, 2019
    Inventors: Stephen V. Burakoff, Sergui S. Simmel, Robert A. Fein, Alex Magary, Leonard Driscoll, Garett Wiley
  • METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
    Publication number: 20180330445
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: July 26, 2018
    Publication date: November 15, 2018
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD AND SYSTEM FOR ELECTRONIC DELIVERY OF SENSITIVE INFORMATION
    Publication number: 20180225480
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Application
    Filed: April 9, 2018
    Publication date: August 9, 2018
    Inventors: Stephen V. Burakoff, Sergui S. Simmel, Robert A. Fein, Alex Magary, Leonard Driscoll, Garett Wiley
  • METHOD AND SYSTEM FOR ELECTRONIC DELIVERY OF SENSITIVE INFORMATION
    Publication number: 20170193247
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Application
    Filed: March 20, 2017
    Publication date: July 6, 2017
    Inventors: Stephen V. Burakoff, Sergui S. Simmel, Robert A. Fein, Alex Magary, Leonard Driscoll, Garett Wiley
  • METHOD AND SYSTEM FOR ELECTRONIC DELIVERY OF SENSITIVE INFORMATION
    Publication number: 20160103999
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Application
    Filed: July 15, 2015
    Publication date: April 14, 2016
    Inventors: Stephen V. Burakoff, Sergui S. Simmel, Robert A. Fein, Alex Magary, Leonard Driscoll, Garett Wiley
  • METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
    Publication number: 20160086274
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: September 24, 2015
    Publication date: March 24, 2016
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
    Publication number: 20160012448
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: February 6, 2015
    Publication date: January 14, 2016
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD AND SYSTEM FOR ELECTRONIC DELIVERY OF SENSITIVE INFORMATION
    Publication number: 20140101276
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Application
    Filed: December 16, 2013
    Publication date: April 10, 2014
    Applicant: Broadridge Content Solutions, Inc.
    Inventors: Stephen V. Burakoff, Sergui S. Simmel, Robert A. Fein, Alex Magary, Leonard Driscoll, Garett Wiley
  • Method and system for electronic delivery of sensitive information
    Patent number: 8612322
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Grant
    Filed: February 14, 2011
    Date of Patent: December 17, 2013
    Assignee: Broadridge Content Solutions, Inc.
    Inventors: Stephen V. Burakoff, Sergiu S. Simmel, Robert A. Fein, Alex Magary, Leonard Driscoll, Garett Wiley
  • Method for creating and delivering customized compliance information
    Patent number: 8396785
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Grant
    Filed: June 27, 2011
    Date of Patent: March 12, 2013
    Assignee: Broadridge Content Solutions, Inc.
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
    Publication number: 20110258141
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: June 27, 2011
    Publication date: October 20, 2011
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD AND SYSTEM FOR ELECTRONIC DELIVERY OF SENSITIVE INFORMATION
    Publication number: 20110191435
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Application
    Filed: February 14, 2011
    Publication date: August 4, 2011
    Inventors: Stephen V. Burakoff, Sergiu S. Simmel, Robert A. Fein, Alex Magary, Leonard Driscoll, Garett Wiley
  • Method for creating and delivering customized compliance information
    Patent number: 7979333
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Grant
    Filed: September 2, 2010
    Date of Patent: July 12, 2011
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION
    Publication number: 20110060697
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: September 2, 2010
    Publication date: March 10, 2011
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley, Patricia Rosch
  • Method and system for electronic delivery of sensitive information
    Patent number: 7890401
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Grant
    Filed: July 11, 2007
    Date of Patent: February 15, 2011
    Inventors: Stephen V. Burakoff, Sergiu S. Simmel, Robert A. Fein, Alex Magary, Leonard Driscoll, Garett Wiley
  • Method for creating and delivering customized compliance information
    Publication number: 20080195516
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: January 28, 2008
    Publication date: August 14, 2008
    Inventors: Jeffrey B. Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley
  • Method and system for electronic delivery of sensitive information
    Patent number: 7363489
    Abstract: A method and related system obtains consent from a user for electronic delivery of sensitive information. The user operating a first computer accesses a web page on a server system to input the consent. The web page prompts for the consent from the user. Once the consent is received at the server system, the consent is stored and sensitive information is delivered electronically to an e-mail address specified by the user. Once consent is indicated, it is communicated from the individual's computer to another computer such as a server over, for example, a modem connection. Having secured the individual's consent, the additional sensitive information may be delivered to the individual's computer as, for example, a URL attachment to an email message.
    Type: Grant
    Filed: December 28, 2005
    Date of Patent: April 22, 2008
    Assignee: New River, Inc.
    Inventors: Stephen V. Burakoff, Sergiu S. Simmel, Robert A. Fein, Leonard Driscoll, Alex Magary, Garett Wiley