REGISTERED
on 21 Jan 2020
Last Applicant/ Owned by
1050 Enterprise Way, 3rd Floor
Sunnyvale
CA
94089
Serial Number
88201560 filed on 20th Nov 2018
Registration Number
5968703 registered on 21st Jan 2020
Correspondent Address
Andrew G. Colombo
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
EDELMAN FINANCIAL ENGINES
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 Financial consultancy services in the nature of financial advice, analysis, education, and guidance; Investment advisory services; Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
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
First Use Date in General
14th Oct 2019
First Use Date in Commerce
14th Oct 2019
Class [041]
Education and Entertainment Services
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 non-downloadable newsletters in the fields of business, finance, investment, and money management
First Use Date in General
14th Oct 2019
First Use Date in Commerce
14th Oct 2019
Class [036]
Insurance & Financial Services
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
First Use Date in General
14th Oct 2019
First Use Date in Commerce
14th Oct 2019
Class [016]
Paper Goods and Printed Material
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
First Use Date in General
14th Oct 2019
First Use Date in Commerce
14th Oct 2019
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable electronic newsletters in the fields of business, finance, investment, and money management
First Use Date in General
16th Oct 2019
First Use Date in Commerce
16th Oct 2019
Mark Details
Serial Number
No 88201560
Mark Type
No Service Mark
Attorney Docket Number
No 51773
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 21st Jan 2020 | REGISTERED-PRINCIPAL REGISTER |
| 19th Dec 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 18th Dec 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 16th Dec 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 16th Dec 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 12th Dec 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 10th Dec 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 10th Dec 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| 10th Dec 2019 | SU - NON-FINAL ACTION - WRITTEN |
| 10th Dec 2019 | NON-FINAL ACTION E-MAILED |