| Serial Number | 97485447 |
| Word Mark | ACCELERATING FINANCIAL CONFIDENCE. MOMENT BY MOMENT. |
| Filing Date | Friday, July 1, 2022 |
| Status | 732 - THIRD EXTENSION - GRANTED |
| Status Date | Monday, September 9, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 10, 2023 |
| Goods and Services | 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 |
| Goods and Services | 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 |
| Goods and 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 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 |
| Goods and 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 |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 21, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 21, 2022 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 21, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 21, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Clara, CA 95054 |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Clara, CA 95054 |
| Event Date | Event Description |
| Tuesday, July 5, 2022 | NEW APPLICATION ENTERED |
| Thursday, July 21, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, December 3, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, December 7, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 10, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, December 21, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 10, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 7, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, September 7, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, September 7, 2023 | SOU EXTENSION 1 FILED |
| Thursday, September 7, 2023 | SOU EXTENSION 1 GRANTED |
| Saturday, September 9, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, March 7, 2024 | SOU TEAS EXTENSION RECEIVED |
| Thursday, March 7, 2024 | SOU EXTENSION 2 FILED |
| Monday, September 9, 2024 | SOU TEAS EXTENSION RECEIVED |
| Monday, September 9, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, September 9, 2024 | SOU EXTENSION 3 FILED |
| Monday, September 9, 2024 | SOU EXTENSION 3 GRANTED |
| Friday, March 8, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, March 7, 2024 | SOU EXTENSION 2 GRANTED |