| Serial Number | 87619701 |
| Word Mark | ENVESTNET YODLEE FINCHECK |
| Filing Date | Friday, September 22, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 24, 2020 |
| Registration Number | 6206042 |
| Registration Date | Tuesday, November 24, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 20, 2018 |
| 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 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; Providing financial information |
| 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, September 28, 2017 |
| 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 | Redwood City, CA 94065 |
| Party Name | Yodlee, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94065 |
| Party Name | Yodlee, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Redwood City, CA 94065 |
| Event Date | Event Description |
| Thursday, December 28, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, September 26, 2017 | NEW APPLICATION ENTERED |
| Thursday, September 28, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 28, 2017 | ASSIGNED TO EXAMINER |
| Thursday, December 28, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 28, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, December 28, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 28, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 17, 2018 | SOU EXTENSION 1 FILED |
| Friday, January 12, 2018 | ASSIGNED TO LIE |
| Wednesday, January 31, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 20, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, February 20, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 20, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 17, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, October 17, 2018 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, October 17, 2018 | SOU EXTENSION 1 GRANTED |
| Thursday, October 10, 2019 | SOU EXTENSION 3 FILED |
| Friday, October 19, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, April 11, 2019 | SOU TEAS EXTENSION RECEIVED |
| Thursday, April 11, 2019 | SOU EXTENSION 2 FILED |
| Thursday, April 11, 2019 | SOU EXTENSION 2 GRANTED |
| Saturday, April 13, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, October 10, 2019 | SOU TEAS EXTENSION RECEIVED |
| Thursday, October 10, 2019 | SOU EXTENSION 3 GRANTED |
| Saturday, October 12, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, April 17, 2020 | SOU EXTENSION 4 FILED |
| Monday, June 1, 2020 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, June 17, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, June 18, 2020 | SOU EXTENSION 4 GRANTED |
| Monday, October 12, 2020 | USE AMENDMENT FILED |
| Friday, June 19, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, October 12, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, October 14, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, October 20, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, October 19, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, August 22, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, November 24, 2020 | REGISTERED-PRINCIPAL REGISTER |