Trademark: 88201560
Word
EDELMAN FINANCIAL ENGINES
Status Date
Tuesday, January 21, 2020
Registration Number
5968703
Registration Date
Tuesday, January 21, 2020
Filing Date
Tuesday, November 20, 2018
Published for Opposition
Tuesday, April 30, 2019
41 Entertainment services in the nature of an ongoing program in the fields of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; Educational services, namely, conducting online classes, seminars, conferences, and workshops in the fields of business, finance, investment, money management, and financial planning; Online electronic newsletters delivered by email in the field of personal finance and financial planning; Providing online non-downloadable newsletters in the fields of business, finance, investment, and money management
9 Downloadable electronic newsletters in the fields of business, finance, investment, and money management
16 Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports in the fields of financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments; Notepads; Pens
36 Financial consultancy services in the nature of financial advice, analysis, education, and guidance; Investment advisory services; Investment management, planning, and advice services; Financial analysis and research services; Investment management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; Providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; Financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; Financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; Financial planning services; Financial investment for others in the fields of securities, mutual funds; Financial retirement trust management services; Financial asset administration; Financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; Fiduciary representative services
42 Providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation
Jan 21, 2020
Registered-Principal Register
Dec 19, 2019
Notice Of Acceptance Of Statement Of Use E-Mailed
Dec 18, 2019
Allowed Principal Register - Sou Accepted
Dec 16, 2019
Teas/Email Correspondence Entered
Dec 16, 2019
Correspondence Received In Law Office
Dec 12, 2019
Teas Response To Office Action Received
Dec 10, 2019
Notification Of Non-Final Action E-Mailed
Dec 10, 2019
Non-Final Action E-Mailed
Dec 10, 2019
Su - Non-Final Action - Written
Dec 10, 2019
Statement Of Use Processing Complete
Dec 3, 2019
Use Amendment Filed
Dec 10, 2019
Case Assigned To Intent To Use Paralegal
Dec 3, 2019
Teas Statement Of Use Received
Jun 25, 2019
Noa E-Mailed - Sou Required From Applicant
Apr 30, 2019
Official Gazette Publication Confirmation E-Mailed
Apr 30, 2019
Published For Opposition
Apr 10, 2019
Notification Of Notice Of Publication E-Mailed
Mar 22, 2019
Law Office Publication Review Completed
Mar 22, 2019
Assigned To Lie
Feb 27, 2019
Approved For Pub - Principal Register
Feb 26, 2019
Examiner's Amendment Entered
Feb 26, 2019
Notification Of Examiners Amendment E-Mailed
Feb 26, 2019
Examiners Amendment E-Mailed
Feb 26, 2019
Examiners Amendment -Written
Feb 22, 2019
Assigned To Examiner
Dec 10, 2018
New Application Office Supplied Data Entered
Nov 23, 2018
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
