Patents by Inventor Steve Lemmer

Steve Lemmer 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).

  • Systems and methods for maintaining a workflow management system
    Patent number: 11830075
    Abstract: Systems, methods, and devices are presented for providing and managing investments and workflow for investors and sponsors are described. The system provides and utilizes an actionable, reliable, transparent, real-time, collaborative marketplace for facilitating funding and distribution and for reviewing the performance of private placements via an online, authoritative, unified compliance and execution platform for private placements and other investments.
    Type: Grant
    Filed: May 14, 2020
    Date of Patent: November 28, 2023
    Assignee: FIDELITY INFORMATION SERVICES, LLC
    Inventors: John Pizzi, Kim Vogel, Craig Setera, Christian Andraca, Steve Lemmer, Tim Morrison
  • SYSTEMS AND METHODS FOR VERIFYING COMPLIANCE TO WORKFLOWS
    Publication number: 20230049213
    Abstract: Systems, methods, and devices are presented for providing and managing investments and workflow for investors and sponsors are described. The system provides and utilizes an actionable, reliable, transparent, real-time, collaborative marketplace for facilitating funding and distribution and for reviewing the performance of private placements via an online, authoritative, unified compliance and execution platform for private placements and other investments.
    Type: Application
    Filed: August 30, 2022
    Publication date: February 16, 2023
    Inventors: John Pizzi, Kim Vogel, Craig Setera, Christian Andraca, Steve Lemmer, Tim Morrison
  • Systems and methods for generating a digital document using retrieved tagged data
    Patent number: 11449943
    Abstract: Systems, methods, and devices are presented for providing and managing investments and workflow for investors and sponsors are described. The system provides and utilizes an actionable, reliable, transparent, real-time, collaborative marketplace for facilitating funding and distribution and for reviewing the performance of private placements via an online, authoritative, unified compliance and execution platform for private placements and other investments.
    Type: Grant
    Filed: September 20, 2019
    Date of Patent: September 20, 2022
    Assignee: Fidelity Information Systems, LLC
    Inventors: John Pizzi, Kim Vogel, Craig Setera, Christian Andraca, Steve Lemmer, Tim Morrison
  • SYSTEMS AND METHODS FOR MAINTAINING A WORKFLOW MANAGEMENT SYSTEM
    Publication number: 20200273110
    Abstract: Systems, methods, and devices are presented for providing and managing investments and workflow for investors and sponsors are described. The system provides and utilizes an actionable, reliable, transparent, real-time, collaborative marketplace for facilitating funding and distribution and for reviewing the performance of private placements via an online, authoritative, unified compliance and execution platform for private placements and other investments.
    Type: Application
    Filed: May 14, 2020
    Publication date: August 27, 2020
    Inventors: John Pizzi, Kim Vogel, Craig Setera, Christian Andraca, Steve Lemmer, Tim Morrison
  • SYSTEMS AND METHODS FOR GENERATING A DIGITAL DOCUMENT USING RETRIEVED TAGGED DATA
    Publication number: 20200013123
    Abstract: Systems, methods, and devices are presented for providing and managing investments and workflow for investors and sponsors are described. The system provides and utilizes an actionable, reliable, transparent, real-time, collaborative marketplace for facilitating funding and distribution and for reviewing the performance of private placements via an online, authoritative, unified compliance and execution platform for private placements and other investments.
    Type: Application
    Filed: September 20, 2019
    Publication date: January 9, 2020
    Inventors: John Pizzi, Kim Vogel, Craig Setera, Christian Andraca, Steve Lemmer, Tim Morrison
  • UNIFIED ALTERNATIVE INVESTMENT DATA ADMINISTRATION AUTOMATION SYSTEM
    Publication number: 20170011463
    Abstract: Systems, methods, and devices are presented for providing and managing investments and workflow for investors and sponsors are described. The system provides and utilizes an actionable, reliable, transparent, real-time, collaborative marketplace for facilitating funding and distribution and for reviewing the performance of private placements via an online, authoritative, unified compliance and execution platform for private placements and other investments.
    Type: Application
    Filed: July 8, 2016
    Publication date: January 12, 2017
    Inventors: John Pizzi, Kim Vogel, Craig Setera, Christian Andraca, Steve Lemmer, Tim Morrison