on 18 Feb 2020
Last Applicant/ Owned by
1050 Enterprise Way, 3rd Floor
Sunnyvale
CA
94089
Serial Number
88357702 filed on 26th Mar 2019
Registration Number
5992540 registered on 18th Feb 2020
Correspondent Address
ANDREW G. COLOMBO
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"FINANCIAL"
Downloadable electronic newsletters in the fields of business, finance, investment, and money management "FINANCIAL" 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 woRead More
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
14th Oct 2019
14th Oct 2019
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
14th Oct 2019
14th Oct 2019
Downloadable electronic newsletters in the fields of business, finance, investment, and money management
16th Oct 2019
16th Oct 2019
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
14th Oct 2019
14th Oct 2019
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
14th Oct 2019
14th Oct 2019
No 88357702
No Service Mark
No 52246
No
No
No
No
No
No
No
No
26.13.21 -
Quadrilaterals that are completely or partially shaded
26.13.28 -
Miscellaneous designs with overall quadrilateral shape
27.03.01 -
Geometric figures forming letters or numerals, including punctuation
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".
| Status Date | Action Taken |
|---|---|
| 18th Feb 2020 | REGISTERED-PRINCIPAL REGISTER |
| 14th Jan 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 13th Jan 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 26th Dec 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| 26th Dec 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 13th Dec 2019 | USE AMENDMENT FILED |
| 13th Dec 2019 | TEAS STATEMENT OF USE RECEIVED |
| 06th Aug 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 11th Jun 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 11th Jun 2019 | PUBLISHED FOR OPPOSITION |
