| Serial Number | 88299335 |
| Word Mark | EF |
| Filing Date | Wednesday, February 13, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 18, 2020 |
| Registration Number | 5992452 |
| Registration Date | Tuesday, February 18, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 11, 2019 |
| Goods and Services | Entertainment services in the nature of an ongoing program in the field of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; educational services, namely, conducting online classes, seminars, conferences, and workshops in the field of business, finance, investment, money management, and financial planning; online electronic newsletters delivered by email in the field of personal finance and financial planning; providing online non-downloadable newsletters in the field of business, finance, investment, and money management |
| Description of Mark | The mark consists of truncated lines representing the letters "E" and "F". |
| Goods and Services | Downloadable newsletters in the field of business, finance, investment, and money management |
| Goods and Services | Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports regarding financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments; notepads; pens |
| Pseudo Mark | EDELMAN FINANCIAL |
| 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 management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the field of finance, business, money management, financial planning, and financial investments; financial services, namely, financial and retirement planning and guidance, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial services offered via a global computer network, namely, financial planning, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial planning services; financial investment for others in the fields of securities, mutual funds; financial retirement trust management services; asset administration; financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Interactive computer on-line services offered via a global computer network in the nature of an interactive website featuring technology that allows users to schedule a call with a financial advisor, upload and download documents, and manage investments in the fields of financial and retirement planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 6, 2019 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, October 16, 2019 |
| First Use In Commerce Date | Wednesday, October 16, 2019 |
| International Class | 016 - 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 Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 6, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | Monday, October 14, 2019 |
| First Use In Commerce Date | Monday, October 14, 2019 |
| 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 | Wednesday, March 6, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 14, 2019 |
| First Use In Commerce Date | Monday, October 14, 2019 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 6, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, October 14, 2019 |
| First Use In Commerce Date | Monday, October 14, 2019 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 6, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, October 14, 2019 |
| First Use In Commerce Date | Monday, October 14, 2019 |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sunnyvale, CA 94089 |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sunnyvale, CA 94089 |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sunnyvale, CA 94089 |
| Event Date | Event Description |
| Saturday, February 16, 2019 | NEW APPLICATION ENTERED |
| Thursday, April 25, 2019 | ASSIGNED TO EXAMINER |
| Thursday, May 2, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, March 6, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 1, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 22, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 11, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 11, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 6, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, December 13, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Friday, December 13, 2019 | USE AMENDMENT FILED |
| Thursday, December 26, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, January 13, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, February 18, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 18, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 14, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, December 26, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |