Trademark: 88299335
Word
EF
Status
Registered
Status Code
700
Status Date
Tuesday, February 18, 2020
Serial Number
88299335
Registration Number
5992452
Registration Date
Tuesday, February 18, 2020
Mark Type
3000
Filing Date
Wednesday, February 13, 2019
Published for Opposition
Tuesday, June 11, 2019

Trademark Owner History
Edelman Financial Engines, LLC - Original Registrant

Classifications
9 Downloadable newsletters in the field of business, finance, investment, and money management
16 Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports regarding 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 field of finance, business, money management, financial planning, and financial investments; financial services, namely, financial and retirement planning and guidance, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial services offered via a global computer network, namely, financial planning, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial planning services; financial investment for others in the fields of securities, mutual funds; financial retirement trust management services; asset administration; financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary services
41 Entertainment services in the nature of an ongoing program in the field 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 field 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 field of business, finance, investment, and money management
42 Interactive computer on-line services offered via a global computer network in the nature of an interactive website featuring technology that allows users to schedule a call with a financial advisor, upload and download documents, and manage investments in the fields of financial and retirement planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments
Color is not claimed as a feature of the mark.
The mark consists of truncated lines representing the letters "E" and "F".
EDELMAN FINANCIAL

Trademark Events
Feb 18, 2020
Registered-Principal Register
Jan 14, 2020
Notice Of Acceptance Of Statement Of Use E-Mailed
Jan 13, 2020
Allowed Principal Register - Sou Accepted
Dec 26, 2019
Statement Of Use Processing Complete
Dec 13, 2019
Use Amendment Filed
Dec 26, 2019
Case Assigned To Intent To Use Paralegal
Dec 13, 2019
Teas Statement Of Use Received
Aug 6, 2019
Noa E-Mailed - Sou Required From Applicant
Jun 11, 2019
Official Gazette Publication Confirmation E-Mailed
Jun 11, 2019
Published For Opposition
May 22, 2019
Notification Of Notice Of Publication E-Mailed
May 2, 2019
Notice Of Design Search Code E-Mailed
May 1, 2019
Approved For Pub - Principal Register
Apr 25, 2019
Assigned To Examiner
Mar 6, 2019
New Application Office Supplied Data Entered In Tram
Feb 16, 2019
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24