| Serial Number | 88872663 |
| Word Mark | ENVESTNET MONEYGUIDE |
| Filing Date | Wednesday, April 15, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 27, 2020 |
| Registration Number | 6184881 |
| Registration Date | Tuesday, October 27, 2020 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 11, 2020 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of three overlapping arrows to the left of the words "ENVESTNET" and "MONEYGUIDE". |
| Goods and Services | Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors |
| Goods and Services | Computer services, namely, creating an online virtual environment for the creation, development, of computer software in the field of financial management; developing computer network software for the purpose of facilitating financial planning goals; customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with financial investment planning and other financial services; technological consultation in the field of computer systems, networks and software all of which are provided in connection with financial, investment and personal records and information aggregation services; customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with financial planning and financial, investment and personal records and information aggregation services |
| Pseudo Mark | INVESTMENT MONEY GUIDE |
| 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 23, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 9, 2020 |
| First Use In Commerce Date | Monday, March 9, 2020 |
| 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 | Thursday, April 23, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, March 9, 2020 |
| First Use In Commerce Date | Monday, March 9, 2020 |
| Party Name | Envestnet, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | Envestnet, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | Envestnet, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Event Date | Event Description |
| Tuesday, October 27, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 11, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 11, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 22, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 7, 2020 | ASSIGNED TO LIE |
| Wednesday, July 1, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 1, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, July 1, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 1, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 1, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, June 30, 2020 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Tuesday, June 30, 2020 | PRIORITY ACTION E-MAILED |
| Tuesday, June 30, 2020 | PRIORITY ACTION WRITTEN |
| Thursday, June 25, 2020 | ASSIGNED TO EXAMINER |
| Friday, April 24, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, April 23, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, April 18, 2020 | NEW APPLICATION ENTERED IN TRAM |