| Serial Number | 87611755 |
| Word Mark | ERS MANAGED QDIA |
| Filing Date | Monday, September 18, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, June 20, 2025 |
| Registration Number | 5623775 |
| Registration Date | Tuesday, December 4, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 6, 2018 |
| Pseudo Mark | ENVESTMENT RETIREMENT SOLUTIONS MANAGED QUALIFIED DEFAULT INVESTMENT ALTERNATIVE |
| Goods and Services | Financial services, namely, financial administration of a customized managed accounts program for investors; financial services, namely, customized managed account investment services for investors |
| NOT AVAILABLE | "MANAGED QDIA" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, June 20, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 1, 2018 |
| First Use In Commerce Date | Monday, October 1, 2018 |
| 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 |
| Thursday, September 21, 2017 | NEW APPLICATION ENTERED |
| Thursday, September 21, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 6, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, December 13, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, December 13, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, December 13, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, December 13, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, December 13, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, January 1, 2018 | ASSIGNED TO LIE |
| Tuesday, April 3, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 2, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Friday, October 26, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, October 26, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 29, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, October 30, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 4, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, December 4, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, January 17, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 6, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 6, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 2, 2018 | USE AMENDMENT FILED |
| Friday, June 20, 2025 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |