| Serial Number | 86917921 |
| Word Mark | ESSENTIAL ADVISOR |
| Filing Date | Wednesday, February 24, 2016 |
| Status | 705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, July 8, 2024 |
| Registration Number | 5365544 |
| Registration Date | Tuesday, December 26, 2017 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 9, 2016 |
| Goods and Services | Providing seminars relating to financial advice and investment management; providing a web site featuring non-downloadable instructional videos in the field of financial advice and investment management |
| Goods and Services | [ Printed matter, namely, printed periodicals, white papers, and books in the field of financial advice and investment management ] |
| NOT AVAILABLE | "ADVISOR" |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Monday, July 8, 2024 |
| Primary Code | 016 |
| First Use Anywhere Date | Saturday, April 30, 2016 |
| First Use In Commerce Date | Saturday, April 30, 2016 |
| 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 | Monday, February 29, 2016 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, May 18, 2016 |
| First Use In Commerce Date | Wednesday, May 18, 2016 |
| Party Name | ENVESTNET, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | CHICAGO, IL 60601 |
| Party Name | ENVESTNET, INC. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | CHICAGO, IL 60601 |
| Party Name | Envestnet Asset Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | Envestnet Asset Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Event Date | Event Description |
| Saturday, February 27, 2016 | NEW APPLICATION ENTERED |
| Monday, February 29, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 8, 2016 | ASSIGNED TO EXAMINER |
| Friday, June 10, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, June 10, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Friday, June 10, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, June 10, 2016 | ASSIGNED TO LIE |
| Saturday, June 11, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, June 30, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 7, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, July 20, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 9, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 9, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 4, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 4, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 4, 2017 | USE AMENDMENT FILED |
| Saturday, April 15, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Saturday, April 15, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, May 3, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, May 11, 2017 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, May 11, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, May 11, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 13, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, November 13, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 13, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 17, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, November 18, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 26, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, December 26, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, December 22, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, July 8, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 8, 2024 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, July 8, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |