Word

MOMENTUM BY EFE

Status

Pending

Status Code

730

Status Date

Wednesday, November 22, 2023

Serial Number

97273688

Mark Type

4000

Filing Date

Friday, February 18, 2022

Published for Opposition

Tuesday, March 28, 2023

Trademark Owner History

Edelman Financial Engines, LLC - Owner At Publication

Classifications

41 Entertainment services in the nature of an ongoing multimedia 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; on-line journals, namely, blogs in the fields of personal finance 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; entertainment services, namely, providing podcasts in the fields of mutual funds, personal finance, and financial planning and advice

9 downloadable electronic newsletters in the fields of business, finance, investment, and money management; downloadable podcasts in the fields of mutual funds, personal finance, and financial planning and advice; downloadable software in the nature of a mobile application for providing investment account and portfolio information and statements, retirement goal information, investment activity and plan updates and information, and contact to a financial advisor

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

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 advisory services featuring the management of an account holder's 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; funds investment, namely, high-yield cash and liquid asset 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

Trademark Events

Nov 24, 2023

Notice Of Approval Of Extension Request E-Mailed

Nov 22, 2023

Sou Extension 1 Granted

Nov 22, 2023

Sou Extension 1 Filed

Nov 22, 2023

Sou Teas Extension Received

May 23, 2023

Noa E-Mailed - Sou Required From Applicant

Mar 28, 2023

Official Gazette Publication Confirmation E-Mailed

Mar 28, 2023

Published For Opposition

Mar 8, 2023

Notification Of Notice Of Publication E-Mailed

Feb 23, 2023

Approved For Pub - Principal Register

Feb 22, 2023

Teas/Email Correspondence Entered

Feb 21, 2023

Correspondence Received In Law Office

Feb 21, 2023

Teas Response To Office Action Received

Dec 7, 2022

Notification Of Non-Final Action E-Mailed

Dec 7, 2022

Non-Final Action E-Mailed

Dec 7, 2022

Non-Final Action Written

Dec 3, 2022

Assigned To Examiner

Feb 23, 2022

New Application Office Supplied Data Entered

Feb 22, 2022

New Application Entered