ENVESTNET MONEYGUIDE Trademark

Trademark Overview


On Thursday, December 12, 2019, a trademark application was filed for ENVESTNET MONEYGUIDE with the United States Patent and Trademark Office. The USPTO has given the ENVESTNET MONEYGUIDE trademark a serial number of 88725040. The federal status of this trademark filing is REGISTERED as of Tuesday, September 28, 2021. This trademark is owned by Envestnet, Inc.. The ENVESTNET MONEYGUIDE trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to advisors

Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial goal management; Developing a computer network for the purpose of facilitating the creation, marketing, and presentation of financial plans or furthering of financial planning goals; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with financial plans for financial advisors and consumers; Customer technical support services, namely, consulting and customization services for custom integration of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment, financial planning, and information aggregation services
envestnet moneyguide

General Information


Serial Number88725040
Word MarkENVESTNET MONEYGUIDE
Filing DateThursday, December 12, 2019
Status700 - REGISTERED
Status DateTuesday, September 28, 2021
Registration Number6503057
Registration DateTuesday, September 28, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 8, 2020

Trademark Statements


Disclaimer with Predetermined Text"MONEY GUIDE"
Goods and ServicesInvestment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to advisors
Goods and ServicesComputer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial goal management; Developing a computer network for the purpose of facilitating the creation, marketing, and presentation of financial plans or furthering of financial planning goals; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with financial plans for financial advisors and consumers; Customer technical support services, namely, consulting and customization services for custom integration of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment, financial planning, and information aggregation services
Pseudo MarkENVEST NET MONEY GUIDE; INVEST NET MONEY GUIDE

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 16, 2019
Primary Code036
First Use Anywhere DateSunday, January 31, 2021
First Use In Commerce DateSunday, January 31, 2021

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 DateMonday, December 16, 2019
Primary Code042
First Use Anywhere DateSunday, January 31, 2021
First Use In Commerce DateSunday, January 31, 2021

Trademark Owner History


Party NameEnvestnet, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601

Party NameEnvestnet, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressChicago, IL 60601

Party NameEnvestnet, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601

Trademark Events


Event DateEvent Description
Tuesday, September 28, 2021REGISTERED-PRINCIPAL REGISTER
Thursday, August 26, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, August 25, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, August 5, 2021STATEMENT OF USE PROCESSING COMPLETE
Wednesday, July 21, 2021USE AMENDMENT FILED
Monday, August 2, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, July 21, 2021TEAS STATEMENT OF USE RECEIVED
Tuesday, February 2, 2021NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 8, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 8, 2020PUBLISHED FOR OPPOSITION
Wednesday, November 18, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 3, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, October 8, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 7, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 7, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, April 20, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, April 20, 2020NON-FINAL ACTION E-MAILED
Monday, April 20, 2020NON-FINAL ACTION WRITTEN
Thursday, March 12, 2020ASSIGNED TO EXAMINER
Monday, December 16, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, December 16, 2019NEW APPLICATION ENTERED IN TRAM