| Serial Number | 88163834 |
| Word Mark | ENVESTNET | YODLEE AI FINCHECK |
| Filing Date | Monday, October 22, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 7, 2021 |
| Registration Number | 6583883 |
| Registration Date | Tuesday, December 7, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 5, 2019 |
| Certificate of Correction for Registration | The drawing is corrected to appear as follows: ENVESTNET | YODLEE AL FINCHECK |
| Goods and Services | Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial assessment services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial information services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others, namely, providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments |
| NOT AVAILABLE | "AI" |
| 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, February 6, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 13, 2017 |
| First Use In Commerce Date | Wednesday, September 13, 2017 |
| Party Name | ENVESTNET, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHICAGO, IL 60601 |
| Party Name | Yodlee, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 94404 |
| Party Name | Yodlee, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Mateo, CA 94404 |
| Party Name | Yodlee, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94065 |
| Event Date | Event Description |
| Wednesday, January 30, 2019 | ASSIGNED TO EXAMINER |
| Thursday, October 25, 2018 | NEW APPLICATION ENTERED |
| Friday, November 2, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 6, 2019 | REMOVED FROM TEAS PLUS |
| Wednesday, February 6, 2019 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 6, 2019 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 6, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 6, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, August 31, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 6, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 7, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, August 31, 2019 | NON-FINAL ACTION WRITTEN |
| Saturday, August 31, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 23, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 23, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 24, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 25, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 25, 2019 | ASSIGNED TO LIE |
| Friday, September 27, 2019 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
| Wednesday, October 2, 2019 | ELECTRONIC RECORD REVIEW COMPLETE |
| Wednesday, October 16, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 5, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 5, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 31, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 16, 2020 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, June 16, 2020 | SOU EXTENSION 1 FILED |
| Tuesday, June 16, 2020 | SOU EXTENSION 1 GRANTED |
| Thursday, June 18, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, December 23, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, December 23, 2020 | USE AMENDMENT FILED |
| Wednesday, January 13, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, January 19, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, February 10, 2021 | SU - NON-FINAL ACTION - WRITTEN |
| Wednesday, February 10, 2021 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 10, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 8, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 28, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 28, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 29, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 8, 2021 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, June 8, 2021 | NON-FINAL ACTION E-MAILED |
| Thursday, September 30, 2021 | SU-EXAMINER'S AMENDMENT WRITTEN |
| Thursday, September 30, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, September 30, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 30, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 7, 2021 | TEAS SECTION 7 REQUEST RECEIVED |
| Monday, November 1, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, November 2, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 7, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, April 27, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, April 29, 2022 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Thursday, July 7, 2022 | POST REGISTRATION ACTION CORRECTION |
| Wednesday, May 25, 2022 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, September 6, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, September 6, 2022 | OTQR WITHDRAWAL FROM PUBLICATION |
| Monday, September 19, 2022 | CORRECTION UNDER SECTION 7 - PROCESSED |
| Monday, September 19, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, October 25, 2022 | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED |
| Thursday, August 22, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |