Word

ACCELERATING FINANCIAL CONFIDENCE. MOMENT BY MOMENT.

Status

Pending

Status Code

731

Status Date

Thursday, March 7, 2024

Serial Number

97485447

Mark Type

4000

Filing Date

Friday, July 1, 2022

Published for Opposition

Tuesday, January 10, 2023

Trademark Owner History

Edelman Financial Engines, LLC - Owner At Publication

Classifications

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

Mar 8, 2024

Notice Of Approval Of Extension Request E-Mailed

Mar 7, 2024

Sou Extension 2 Granted

Mar 7, 2024

Sou Extension 2 Filed

Mar 7, 2024

Sou Teas Extension Received

Sep 9, 2023

Notice Of Approval Of Extension Request E-Mailed

Sep 7, 2023

Sou Extension 1 Granted

Sep 7, 2023

Sou Extension 1 Filed

Sep 7, 2023

Sou Teas Extension Received

Mar 7, 2023

Noa E-Mailed - Sou Required From Applicant

Jan 10, 2023

Official Gazette Publication Confirmation E-Mailed

Jan 10, 2023

Published For Opposition

Dec 21, 2022

Notification Of Notice Of Publication E-Mailed

Dec 7, 2022

Approved For Pub - Principal Register

Dec 3, 2022

Assigned To Examiner

Jul 21, 2022

New Application Office Supplied Data Entered

Jul 5, 2022

New Application Entered