Patents by Inventor J. Chris Marsh

J. Chris Marsh 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).

  • Financial advisor messaging in a networked computer system
    Patent number: 7590579
    Abstract: The present invention provides systems and methods for financial advisor messages in a networked computer system. A financial advisor associated with a financial services organization determines clients to receive a message, the financial advisor determines the message, and the message is transmitted over the network to be accessible by the clients. Methods are provided in which the message is required to be determined to be compliant prior to transmission to the clients. Methods are also provided in which individuals associated with the financial services organization, such as the financial advisor, are notified of a non-compliant message.
    Type: Grant
    Filed: February 11, 2003
    Date of Patent: September 15, 2009
    Assignee: UBS Financial Services, Inc.
    Inventors: Justin Data, Michael Rizzo, Rohit Kataria, Phil Hsu, J. Chris Marsh, Grace Davitt, Syed Wajahat Ali, Mark Distaulo, Jangliw Passavant
  • Financial advisor messaging in a networked computer system
    Publication number: 20040158516
    Abstract: The present invention provides systems and methods for financial advisor messages in a networked computer system. A financial advisor associated with a financial services organization determines clients to receive a message, the financial advisor determines the message, and the message is transmitted over the network to be accessible by the clients. Methods are provided in which the message is required to be determined to be compliant prior to transmission to the clients. Methods are also provided in which individuals associated with the financial services organization, such as the financial advisor, are notified of a non-compliant message.
    Type: Application
    Filed: February 11, 2003
    Publication date: August 12, 2004
    Inventors: Justin Data, Michael Rizzo, Rohit Kataria, Phil Hsu, J. Chris Marsh, Grace Davitt, Syed Wajahat Ali, Mark Distaulo, Jangliw Passavant