EDELMAN FINANCIAL Trademark

Trademark Overview


On Monday, September 25, 2017, a trademark application was filed for EDELMAN FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the EDELMAN FINANCIAL trademark a serial number of 87620681. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, May 20, 2019. This trademark is owned by Edelman Financial Services, LLC. The EDELMAN FINANCIAL trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Downloadable electronic newsletters in the field of business, finance, investment and money management

Newsletters in the field of business, finance, investment and money management

Business succession planning for financial advisors

Financial services in the nature of wealth management services, namely, asset administration, management, investment, and financial planning for others; Financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; Financial investment for others in the fields of securities, mutual funds, and annuities; Advice relating to investments; providing financial information in the fields of business, finance, investment, money management and financial planning via a global computer information network; Financial retirement plan consulting services, namely, financial retirement trust management services

Providing online, non-downloadable newsletters in the field of business, finance, investment and money management; Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of business, finance, investment, money management and financial planning
edelman financial

General Information


Serial Number87620681
Word MarkEDELMAN FINANCIAL
Filing DateMonday, September 25, 2017
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, May 20, 2019
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 21, 2018

Trademark Statements


Disclaimer with Predetermined Text"FINANCIAL"
Goods and ServicesDownloadable electronic newsletters in the field of business, finance, investment and money management
Goods and ServicesNewsletters in the field of business, finance, investment and money management
Goods and ServicesBusiness succession planning for financial advisors
Goods and ServicesFinancial services in the nature of wealth management services, namely, asset administration, management, investment, and financial planning for others; Financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; Financial investment for others in the fields of securities, mutual funds, and annuities; Advice relating to investments; providing financial information in the fields of business, finance, investment, money management and financial planning via a global computer information network; Financial retirement plan consulting services, namely, financial retirement trust management services
Goods and ServicesProviding online, non-downloadable newsletters in the field of business, finance, investment and money management; Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of business, finance, investment, money management and financial planning
Section 2(f) Limitation StatementAs to "EDELMAN"

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateFriday, September 29, 2017
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class016 - 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 Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateFriday, September 29, 2017
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 29, 2017
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 29, 2017
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, September 29, 2017
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameEDELMAN FINANCIAL ENGINES, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressSUNNYVALE, CA 94089

Party NameEdelman Financial Services, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressFairfax, VA 22033

Party NameEdelman Financial Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFairfax, VA 22033

Trademark Events


Event DateEvent Description
Monday, May 20, 2019ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, May 20, 2019ABANDONMENT - NO USE STATEMENT FILED
Monday, April 15, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, April 15, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 13, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, October 16, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 21, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 21, 2018PUBLISHED FOR OPPOSITION
Wednesday, August 1, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, July 25, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, July 13, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 2, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 2, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 2, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 2, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 2, 2018NON-FINAL ACTION E-MAILED
Tuesday, January 2, 2018NON-FINAL ACTION WRITTEN
Tuesday, January 2, 2018ASSIGNED TO EXAMINER
Wednesday, December 13, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, September 29, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, September 28, 2017NEW APPLICATION ENTERED IN TRAM