| Serial Number | 97850666 |
| Word Mark | EDELMAN FINANCIAL ENGINES TAX OPTIMIZED PORTFOLIO STRATEGIES |
| Filing Date | Wednesday, March 22, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, October 8, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 13, 2024 |
| Goods and Services | financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment advisory services featuring the management of an account holder's investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial planning services; financial investment for others in the fields of securities, mutual funds financial retirement trust management services; financial asset administration; financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary representative services; funds investment, namely, high-yield cash and liquid asset management |
| NOT AVAILABLE | "FINANCIAL", "TAX", "OPTIMIZED", "PORTFOLIO", and "STRATEGIES" |
| 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, April 13, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Clara, CA 95054 |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Clara, CA 95054 |
| Event Date | Event Description |
| Thursday, April 13, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 25, 2023 | NEW APPLICATION ENTERED |
| Monday, December 18, 2023 | ASSIGNED TO EXAMINER |
| Sunday, December 24, 2023 | NON-FINAL ACTION WRITTEN |
| Sunday, December 24, 2023 | NON-FINAL ACTION E-MAILED |
| Sunday, December 24, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 25, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 25, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 25, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 9, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 13, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 13, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 8, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |