ADVISORENGINE Trademark

Trademark Overview

On Wednesday, October 30, 2019, a trademark application was filed for ADVISORENGINE with the United States Patent and Trademark Office. The USPTO has given the ADVISORENGINE trademark a serial number of 88674266. The federal status of this trademark filing is REGISTERED as of Tuesday, June 2, 2020. This trademark is owned by AdvisorEngine Inc.. The ADVISORENGINE trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories with the following description:

Arranging and conducting business conferences in the field of financial technology

Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals
advisorengine

General Information

Serial Number88674266
Word MarkADVISORENGINE
Filing DateWednesday, October 30, 2019
Status700 - REGISTERED
Status DateTuesday, June 2, 2020
Registration Number6068496
Registration DateTuesday, June 2, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 17, 2020

Trademark Statements

Pseudo MarkADVISOR ENGINE
Goods and ServicesArranging and conducting business conferences in the field of financial technology
Goods and ServicesProviding temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 4, 2019
Primary Code035
First Use Anywhere DateSunday, September 30, 2018
First Use In Commerce DateSunday, September 30, 2018
International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, November 4, 2019
Primary Code042
First Use Anywhere DateWednesday, November 30, 2016
First Use In Commerce DateWednesday, November 30, 2016

Trademark Owner History

Party NameAdvisorEngine Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressRaleigh, NC 27609
Party NameAdvisorEngine Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10013
Party NameAdvisorEngine Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10013

Trademark Events

Event DateEvent Description
Monday, September 12, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, September 12, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 12, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 24, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 24, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 24, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 24, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 24, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, April 14, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, April 14, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, April 14, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 14, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, April 14, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, September 17, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, September 17, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 17, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 17, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 17, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, September 16, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 16, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 16, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 16, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 16, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, June 2, 2020REGISTERED-PRINCIPAL REGISTER
Thursday, March 26, 2020REVIEW OF CORRESPONDENCE COMPLETE
Thursday, March 26, 2020ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED
Wednesday, March 25, 2020ASSIGNED TO PETITION STAFF
Tuesday, March 17, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 17, 2020PUBLISHED FOR OPPOSITION
Wednesday, February 26, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 25, 2020TEAS POST PUBLICATION AMENDMENT RECEIVED
Monday, February 10, 2020ASSIGNED TO LIE
Tuesday, February 4, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 4, 2020EXAMINER'S AMENDMENT ENTERED
Tuesday, February 4, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 4, 2020EXAMINERS AMENDMENT E-MAILED
Tuesday, February 4, 2020EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 4, 2020ASSIGNED TO EXAMINER
Monday, November 4, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, November 2, 2019NEW APPLICATION ENTERED IN TRAM

Related Keywords

advisorengine financial management investment downloadable software professionals planning line portfolio providing