AE ADVISORENGINE Trademark

Trademark Overview

On Wednesday, June 25, 2025, 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 99252586. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, January 13, 2026. This trademark is owned by AdvisorEngine Inc.. The AE ADVISORENGINE trademark is filed in the Education & Entertainment Services and Computer & Software Services & Scientific Services categories with the following description:

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 providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; 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 financial planning professionals that provides marketing support and client management tools for financial planning profess...

Arranging and conducting of business conferences in the field of financial technology
ae advisorengine

General Information

Serial Number99252586
Word MarkAE ADVISORENGINE
Filing DateWednesday, June 25, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, January 13, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing5 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, January 13, 2026

Trademark Statements

Pseudo MarkADVISOR ENGINE ADVISOR ENGINE
Description of MarkThe mark consists of a diagonal line and three horizontal lines creating the stylized letters "AE" appearing to the left of the words "ADVISORENGINE".
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 for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; 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 financial planning professionals that provides marketing support and client management tools for financial planning professionals
Goods and ServicesArranging and conducting of business conferences in the field of financial technology

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, June 25, 2025
Primary Code041
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 DateWednesday, June 25, 2025
Primary Code042
First Use Anywhere DateWednesday, November 30, 2016
First Use In Commerce DateWednesday, November 30, 2016

Trademark Owner History

Party NameAdvisorEngine Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressRaleigh, NC 27609
Party NameAdvisorEngine Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRaleigh, NC 27609

Trademark Events

Event DateEvent Description
Wednesday, June 25, 2025NEW APPLICATION ENTERED
Wednesday, June 25, 2025APPLICATION FILING RECEIPT MAILED
Sunday, November 2, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 13, 2025ASSIGNED TO EXAMINER
Monday, November 24, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, November 24, 2025PREVIOUS ALLOWANCE COUNT WITHDRAWN
Monday, November 24, 2025NON-FINAL ACTION WRITTEN
Monday, November 24, 2025NON-FINAL ACTION E-MAILED
Monday, November 24, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 24, 2025NON-FINAL ACTION WRITTEN
Monday, November 24, 2025NON-FINAL ACTION E-MAILED
Monday, November 24, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 28, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 28, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 28, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 16, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 7, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 13, 2026PUBLISHED FOR OPPOSITION
Tuesday, January 13, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Related Keywords

advisorengine business customer providing data financial management software temporary line downloadable