AE ADVISORENGINE Trademark

Trademark Overview

On Monday, February 10, 2020, a trademark application was filed for AE ADVISORENGINE with the United States Patent and Trademark Office. The USPTO has given the AE ADVISORENGINE trademark a serial number of 88792133. The federal status of this trademark filing is REGISTERED as of Tuesday, September 1, 2020. This trademark is owned by AdvisorEngine Inc.. The AE ADVISORENGINE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of on-line non-downloadable software for in the fields of 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
ae advisorengine

General Information

Serial Number88792133
Word MarkAE ADVISORENGINE
Filing DateMonday, February 10, 2020
Status700 - REGISTERED
Status DateTuesday, September 1, 2020
Registration Number6140922
Registration DateTuesday, September 1, 2020
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, June 16, 2020

Trademark Statements

Description of MarkThe mark consists of a blue diagonal line and three green horizontal lines appearing to the left of the words "ADVISORENGINE" which is in black lettering.
Pseudo MarkAE ADVISOR ENGINE
Indication of Colors claimedThe color(s) blue, green, and black is/are claimed as a feature of the mark.
Goods and ServicesProviding temporary use of on-line non-downloadable software for in the fields of 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 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 DateFriday, February 14, 2020
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
Friday, February 14, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, February 15, 2020NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, February 25, 2020TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, February 13, 2020NEW APPLICATION ENTERED
Saturday, February 29, 2020ASSIGNED TO LIE
Wednesday, March 11, 2020PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Tuesday, April 28, 2020ASSIGNED TO EXAMINER
Thursday, May 7, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 7, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 8, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 27, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 16, 2020PUBLISHED FOR OPPOSITION
Tuesday, June 16, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, May 4, 2020NON-FINAL ACTION WRITTEN
Monday, May 4, 2020NON-FINAL ACTION E-MAILED
Monday, May 4, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 7, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 1, 2020REGISTERED-PRINCIPAL REGISTER
Wednesday, September 16, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, September 16, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 16, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 16, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 16, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, September 17, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, September 17, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 17, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, September 17, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, April 14, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 17, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, April 14, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, April 14, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, April 14, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 14, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 24, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, June 24, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 24, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 24, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 24, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, September 12, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, September 12, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 12, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, September 1, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

advisorengine management financial investment providing professionals planning downloadable portfolio line software