US 12,299,742 B1
Blockchain instrument for transferable equity
Thomas Marshall Gordon, III, Raleigh, NC (US)
Assigned to Equity Shift, Inc., Raleigh, NC (US)
Filed by Equity Shift, Inc., Raleigh, NC (US)
Filed on Sep. 12, 2024, as Appl. No. 18/883,500.
Application 18/883,500 is a continuation of application No. 18/672,771, filed on May 23, 2024, granted, now 12,165,208.
Application 18/672,771 is a continuation of application No. 18/223,293, filed on Jul. 18, 2023, granted, now 12,008,649, issued on Jun. 11, 2024.
Application 18/223,293 is a continuation in part of application No. 18/131,179, filed on Apr. 5, 2023, granted, now 11,854,082, issued on Dec. 26, 2023.
Application 18/131,179 is a continuation of application No. 17/728,464, filed on Apr. 25, 2022, granted, now 11,625,783, issued on Apr. 11, 2023.
Application 17/728,464 is a continuation in part of application No. 17/727,272, filed on Apr. 22, 2022, granted, now 11,443,379, issued on Sep. 13, 2022.
Application 17/727,272 is a continuation of application No. 17/514,746, filed on Oct. 29, 2021, granted, now 11,315,185, issued on Apr. 26, 2022.
Application 17/514,746 is a continuation of application No. 16/918,368, filed on Jul. 1, 2020, granted, now 11,164,254, issued on Nov. 2, 2021.
Application 16/918,368 is a continuation in part of application No. 16/910,936, filed on Jun. 24, 2020, granted, now 11,532,047, issued on Dec. 20, 2022.
Application 16/910,936 is a continuation of application No. 16/518,329, filed on Jul. 22, 2019, granted, now 10,699,340, issued on Jun. 30, 2020.
Application 16/518,329 is a continuation in part of application No. 16/271,447, filed on Feb. 8, 2019, granted, now 10,713,722, issued on Jul. 14, 2020.
Claims priority of provisional application 62/630,559, filed on Feb. 14, 2018.
This patent is subject to a terminal disclaimer.
Int. Cl. G06Q 40/04 (2012.01); G06Q 20/06 (2012.01); G06Q 20/36 (2012.01); G06Q 20/38 (2012.01); H04L 9/06 (2006.01)
CPC G06Q 40/04 (2013.01) [G06Q 20/0658 (2013.01); G06Q 20/3678 (2013.01); G06Q 20/389 (2013.01); H04L 9/0637 (2013.01); H04L 9/0643 (2013.01); G06Q 2220/00 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A system for performing transactions of tokenized securities, comprising:
a platform including a server in network-based communication with a plurality of user devices;
wherein the platform is operable to execute transactions of tokenized securities;
wherein the platform includes at least one first user profile and at least one second user profile, one or more of which are associated with one or more financial accounts;
wherein the at least one second user profile includes a permission to buy or sell assets on the platform on behalf of the at least one first user profile and one or more payment terms;
wherein the platform automatically transfers funds from at least one financial account associated with the at least one first user profile to at least one financial account associated with the at least one second user profile based on the one or more payment terms;
wherein the at least one second user profile sends a suggestion message to the at least one first user profile, wherein the suggestion message includes a recommendation to buy or sell one or more tokenized securities;
wherein the platform includes a whitelist of authorized brokers and wherein the platform automatically prevents the at least one second user profile from acting on behalf of the at least one first user profile when the at least one second user profile is not matched to an entry on the whitelist;
wherein the platform generates the whitelist using automatic searching and parsing of text associated with accreditation information automatically retrieved by at least one software blockchain oracle of the platform from one or more online databases of accreditation information;
wherein the at least one first user profile does not accept the suggestion message or wherein the at least one first user profile rejects the suggestion message; and
wherein the at least one first user profile buys or sells the one or more tokenized securities in accordance with the recommendation, causing the platform to automatically transfer funds from the at least one financial account associated with the at least one first user profile to the at least one financial account associated with the at least one second user profile.