| Serial Number | 88923493 |
| Word Mark | ENVESTNET TAMARAC |
| Filing Date | Tuesday, May 19, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 20, 2020 |
| Registration Number | 6180318 |
| Registration Date | Tuesday, October 20, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 4, 2020 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts and investments accounts over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs and financial accounts by means of electronic communications networks; providing online financial management services for business applications |
| Goods and Services | Application service provider featuring software for use in investment management |
| Description of Mark | The mark consists of three overlapping arrows to the left of the words "ENVESTNET" and "TAMARAC". |
| Goods and Services | Educational services in the field of training in the use and implementation of investment strategy management and software use |
| Pseudo Mark | INVEST NET TAMARAC |
| 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, June 3, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 9, 2020 |
| First Use In Commerce Date | Monday, March 9, 2020 |
| 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, June 3, 2020 |
| Primary Code | 041 |
| 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 | Wednesday, June 3, 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 |
| Friday, May 22, 2020 | NEW APPLICATION ENTERED |
| Wednesday, June 3, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 4, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, June 25, 2020 | ASSIGNED TO EXAMINER |
| Monday, June 29, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 15, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 4, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 4, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 20, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, October 20, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |