EDELMAN GUIDE TO PORTFOLIO SELECTION Trademark

Trademark Overview

On Thursday, August 2, 2012, a trademark application was filed for EDELMAN GUIDE TO PORTFOLIO SELECTION with the United States Patent and Trademark Office. The USPTO has given the EDELMAN GUIDE TO PORTFOLIO SELECTION trademark a serial number of 85693741. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 22, 2023. This trademark is owned by Edelman Financial Services, LLC. The EDELMAN GUIDE TO PORTFOLIO SELECTION trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; financial services in the nature of asset administration, investment and financial planning for others; investment services, namely, asset acquisition, asset utilization and asset allocation services for others
edelman guide to portfolio selection

General Information

Serial Number85693741
Word MarkEDELMAN GUIDE TO PORTFOLIO SELECTION
Filing DateThursday, August 2, 2012
Status710 - CANCELLED - SECTION 8
Status DateFriday, December 22, 2023
Registration Number4349188
Registration DateTuesday, June 11, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 26, 2013

Trademark Statements

Goods and ServicesAdvice relating to investments; financial services in the nature of asset administration, investment and financial planning for others; investment services, namely, asset acquisition, asset utilization and asset allocation services for others
Disclaimer with Predetermined Text"GUIDE TO PORTFOLIO SELECTION"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, December 22, 2023
Primary Code036
First Use Anywhere DateWednesday, October 31, 2007
First Use In Commerce DateWednesday, October 31, 2007

Trademark Owner History

Party NameEDELMAN FINANCIAL ENGINES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSUNNYVALE, CA 94089
Party NameEdelman Financial Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressFairfax, VA 22033
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
Friday, December 22, 2023CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, June 11, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Sunday, August 4, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, August 3, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, August 3, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 18, 2019TEAS SECTION 8 & 15 RECEIVED
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
Wednesday, July 25, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, June 11, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, December 13, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, January 13, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, June 11, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, March 26, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 26, 2013PUBLISHED FOR OPPOSITION
Wednesday, March 6, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, February 15, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, February 14, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 16, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 15, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, January 15, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 12, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 12, 2012NON-FINAL ACTION E-MAILED
Monday, November 12, 2012NON-FINAL ACTION WRITTEN
Wednesday, November 7, 2012ASSIGNED TO EXAMINER
Thursday, September 27, 2012APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, September 21, 2012ASSIGNED TO LIE
Thursday, September 13, 2012PAPER RECEIVED
Saturday, August 11, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 6, 2012NEW APPLICATION ENTERED

Related Keywords

selection portfolio guide edelman asset services investment others financial namely acquisition utilization allocation administration