| Serial Number | 75110862 |
| Word Mark | FINANCIAL ENGINES |
| Filing Date | Tuesday, May 28, 1996 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, April 24, 2019 |
| Registration Number | 2243063 |
| Registration Date | Tuesday, May 4, 1999 |
| Mark Drawing | 1 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 14, 1997 |
| Goods and Services | [ computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments and manuals sold as a unit ] |
| NOT AVAILABLE | "FINANCIAL" |
| Goods and Services | financial planning, investment analysis and portfolio allocation services |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Thursday, September 22, 2005 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, September 30, 1998 |
| First Use In Commerce Date | Wednesday, September 30, 1998 |
| 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 | Tuesday, July 16, 1996 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 30, 1998 |
| First Use In Commerce Date | Wednesday, September 30, 1998 |
| Party Name | EDELMAN FINANCIAL ENGINES, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SUNNYVALE, CA 94089 US |
| Party Name | FINANCIAL ENGINES, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | PALO ALTO, CA 94303 US |
| Party Name | FINANCIAL ENGINES, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Menlo Park, CA 94025 US |
| Party Name | FINANCIAL ENGINES, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Menlo Park, CA 94025 US |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Menlo Park, CA 94025 US |
| Event Date | Event Description |
| Wednesday, December 11, 1996 | ASSIGNED TO EXAMINER |
| Monday, January 27, 1997 | NON-FINAL ACTION MAILED |
| Thursday, July 24, 1997 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 7, 1997 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, September 12, 1997 | NOTICE OF PUBLICATION |
| Tuesday, October 14, 1997 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 6, 1998 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, February 26, 1998 | DIVISIONAL REQUEST RECEIVED |
| Wednesday, April 8, 1998 | DIVISIONAL PROCESSING COMPLETE |
| Monday, July 6, 1998 | SOU EXTENSION 1 FILED |
| Thursday, July 30, 1998 | SOU EXTENSION 1 GRANTED |
| Wednesday, January 6, 1999 | USE AMENDMENT FILED |
| Thursday, February 4, 1999 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, February 17, 1999 | ASSIGNED TO EXAMINER |
| Wednesday, February 17, 1999 | ASSIGNED TO EXAMINER |
| Wednesday, February 17, 1999 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 4, 1999 | REGISTERED-PRINCIPAL REGISTER |
| Friday, February 4, 2005 | PAPER RECEIVED |
| Friday, July 30, 2004 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Thursday, September 22, 2005 | ASSIGNED TO PARALEGAL |
| Thursday, September 22, 2005 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, July 12, 2007 | CASE FILE IN TICRS |
| Friday, April 24, 2009 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, April 27, 2009 | ASSIGNED TO PARALEGAL |
| Saturday, May 9, 2009 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, May 9, 2009 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, September 29, 2010 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 19, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, September 5, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 5, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, May 4, 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, July 25, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, August 1, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, December 5, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, April 23, 2019 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, April 24, 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, April 24, 2019 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| Wednesday, April 24, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, July 8, 2026 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 8, 2026 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |