Trademark: 97927100
Word
EDELMAN FINANCIAL ENGINES OPTIMIZED PORTFOLIO SOLUTIONS
Status
Pending
Status Code
686
Status Date
Tuesday, August 13, 2024
Serial Number
97927100
Mark Type
4
Filing Date
Tuesday, May 9, 2023
Published for Opposition
Tuesday, August 13, 2024

Trademark Owner History
Edelman Financial Engines, LLC - Owner At Publication

Classifications
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
"FINANCIAL", "OPTIMIZED", "PORTFOLIO", and "SOLUTIONS"

Trademark Events
Dec 18, 2023
Assigned To Examiner
May 12, 2023
New Application Entered
Jun 7, 2023
New Application Office Supplied Data Entered
Dec 24, 2023
Non-Final Action Written
Dec 24, 2023
Non-Final Action E-Mailed
Dec 24, 2023
Notification Of Non-Final Action E-Mailed
Mar 25, 2024
Correspondence Received In Law Office
Mar 25, 2024
Teas/Email Correspondence Entered
Mar 25, 2024
Teas Response To Office Action Received
Jul 9, 2024
Approved For Pub - Principal Register
Jul 24, 2024
Notification Of Notice Of Publication E-Mailed
Aug 13, 2024
Published For Opposition
Aug 13, 2024
Official Gazette Publication Confirmation E-Mailed

Trademark Alertz updated from USPTO on 2030-01-24