Word

EF EDELMAN FINANCIAL ENGINES

Status

Registered

Status Code

700

Status Date

Tuesday, February 18, 2020

Serial Number

88357702

Registration Number

5992540

Registration Date

Tuesday, February 18, 2020

Mark Type

3000

Filing Date

Tuesday, March 26, 2019

Published for Opposition

Tuesday, June 11, 2019

Trademark Owner History

Edelman Financial Engines, LLC - Original Registrant

Classifications

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

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 nondownloadable newsletters in the fields of business, finance, investment, and money management

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

Color is not claimed as a feature of the mark.
"FINANCIAL"
The mark consists of the word "EDELMAN" stacked above the words "FINANCIAL ENGINES", with the wording spaced to the right of a design consisting of truncated lines representing the letters "E" and "F".

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 1, 2019

Approved For Pub - Principal Register

Apr 25, 2019

Assigned To Examiner

Apr 13, 2019

Notice Of Design Search Code E-Mailed

Apr 12, 2019

New Application Office Supplied Data Entered In Tram

Mar 29, 2019

New Application Entered In Tram