| Serial Number | 99446068 |
| Word Mark | ADVISORENGINE PORTFOLIO SOLUTIONS |
| Filing Date | Thursday, October 16, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, November 28, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | 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 for financial planning professionals that provides marketing support and client management tools for financial planning professionals; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions, all in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; Providing temporary use of on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth; Providing temporary use of on-line non-downloadable software for financial due diligence |
| Pseudo Mark | ADVISOR ENGINE PORTFOLIO SOLUTIONS |
| Description of Mark | The mark consists of the wording "ADVISORENGINE" on top of "PORTFOLIO SOLUTIONS" all to the right of a rising arrow comprised of three lines. |
| NOT AVAILABLE | "PORTFOLIO SOLUTIONS" |
| Goods and Services | Investment management; financial investment portfolio analysis; financial investment due diligence; financial services in the nature of investment portfolio construction |
| 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, October 16, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 3, 2025 |
| First Use In Commerce Date | Friday, October 3, 2025 |
| 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, October 16, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, October 3, 2025 |
| First Use In Commerce Date | Friday, October 3, 2025 |
| Party Name | AdvisorEngine Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27609 |
| Event Date | Event Description |
| Thursday, October 16, 2025 | NEW APPLICATION ENTERED |
| Thursday, October 16, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, November 3, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 3, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, November 13, 2025 | ASSIGNED TO EXAMINER |
| Monday, November 24, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, November 24, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, November 24, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, November 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 28, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |