Mark Asdoorian

US Patent:

20050131760, Jun 16, 2005

Filed:

Dec 16, 2003

Appl. No.:

10/736770

Inventors:

Miriam Manning - Watertown MA, US
David Brown - Sudbury MA, US
Leo Maldonado - Somerville MA, US
Bruce McCarthy - Acton MA, US
Mark Asdoorian - Lynn MA, US
Chet Graham - Norwell MA, US

International Classification:

G06F017/60

US Classification:

705014000

Abstract:

Advanced prospecting features for generating targeted business-to-business sales leads and mailing lists allow users to save time and money by having the ability to preview all leads prior to purchasing, by suppressing previously licensed lists against new lists, by analyzing a list prior to purchasing it, searching on both primary and secondary standard industry classification (SIC) codes, and by having the ability to dedupe duplicate records in a list.

US Patent:

20100161508, Jun 24, 2010

Filed:

Jul 24, 2009

Appl. No.:

12/508987

Inventors:

Russell E. Planitzer - New York NY, US
Mark Asdoorian - Lynn MA, US
David Brown - Sudbury MA, US
Ying Chen - Fitchburg MA, US
Leonard Driscoll - Andover MA, US
Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US

Assignee:

NewRiver, Inc. - Andover MA

International Classification:

G06Q 40/00

US Classification:

705 36 R

Abstract:

Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.

US Patent:

20130297533, Nov 7, 2013

Filed:

Jul 1, 2013

Appl. No.:

13/932714

Inventors:

Mark Asdoorian - Lynn MA, US
David Brown - Sudbury MA, US
Ying Chen - Fitchburg MA, US
Leonard Driscoll - Andover MA, US
Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US

International Classification:

G06Q 40/06

US Classification:

705 36 R

Abstract:

Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the hill statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.

US Patent:

20210295438, Sep 23, 2021

Filed:

Jun 7, 2021

Appl. No.:

17/341063

Inventors:

- Edgewood NY, US
Mark Asdoorian - Lynn MA, US
David Brown - Sudbury MA, US
Ying Chen - Fitchburg MA, US
Leonard Driscoll - Andover MA, US
Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US

International Classification:

G06Q 40/06
G06Q 30/02
G06Q 30/00

Abstract:

Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.

US Patent:

20200250763, Aug 6, 2020

Filed:

Apr 20, 2020

Appl. No.:

16/853379

Inventors:

- Edgewood NY, US
Mark Asdoorian - Lynn MA, US
David Brown - Sudbury MA, US
Ying Chen - Fitchburg MA, US
Leonard Driscoll - Andover MA, US
Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US

International Classification:

G06Q 40/06
G06Q 30/02
G06Q 30/00

Abstract:

Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.

US Patent:

20190050809, Feb 14, 2019

Filed:

Oct 17, 2018

Appl. No.:

16/163237

Inventors:

- Edgewood NY, US
Delroy Lewis - Elmont NY, US
Anna Babitsky - Merrick NY, US
Diana Baker - Nissequogue NY, US
Thomas Ruggiero - Bayshore NY, US
William Jacoutot - Holbrook NY, US
William Gaddy - Holbrook NY, US
Steven Kelly - Hauppauge NY, US
Thomas Bickerton - Baldwin NY, US
David Olshever - Commack NY, US
William Bondi - Islip NY, US
Michael Shults - Flower Mound TX, US
David Brown - Sudbury MA, US
Mark Asdoorian - Lynn MA, US

International Classification:

G06Q 10/08
G06Q 40/04
G06K 15/02
G07B 17/00
G06Q 40/06
G06Q 10/10

Abstract:

In some embodiments, the instant invention provides for a computer-implemented method that includes at least the following steps of: periodically receiving investment transactional data identifying investment transactions of a plurality of investors; automatically determining, based on the investment transactional data, a document to be mailed to each investor of the plurality of investors; automatically generating a delivery data for each mailing to be mailed to each investor of the plurality of investors, where the delivery data includes: bucslip data or trade confirmation data, assembling data, and unique production control bar code data generated based on the assembling data and an investment transaction identifier from the investment transactional data; and printing a unique production control bar code based on the unique production control bar code data, where the unique production control bar code is configured to be used for: assembling each mailing envelope, and tracking such mailing envelope.

US Patent:

20180276756, Sep 27, 2018

Filed:

May 29, 2018

Appl. No.:

15/991947

Inventors:

- Edgewood NY, US
Mark Asdoorian - Lynn MA, US
David Brown - Sudbury MA, US
Ying Chen - Fitchburg MA, US
Leonard Driscoll - Andover MA, US
Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US

International Classification:

G06Q 40/06
G06Q 30/02
G06Q 30/00

Abstract:

Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.

US Patent:

20160098799, Apr 7, 2016

Filed:

Oct 12, 2015

Appl. No.:

14/880576

Inventors:

- Edgewood NY, US
Mark Asdoorian - Lynn MA, US
David Brown - Sudbury MA, US
Ying Chen - Fitchburg MA, US
Leonard Driscoll - Andover MA, US
Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US

International Classification:

G06Q 40/06

Abstract:

Embodiments of the invention provide techniques for improving clarity of disclosure materials provided to investors, by enabling securities issuers, intermediaries and/or other entities to create and disseminate clear and concise summary-level information on individual securities to investors to enable informed investment decisions. The information may include a summary version of the full statutory prospectus (a “summary prospectus”). A summary prospectus may include a concise, “plain English” synopsis and/or representation of certain information contained in the full statutory prospectus, such as a security's investment objectives and strategies, costs, risks and/or other information.