FINANCIAL ENGINES Trademark

Trademark Overview


On Tuesday, May 28, 1996, a trademark application was filed for FINANCIAL ENGINES with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL ENGINES trademark a serial number of 75110862. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, April 24, 2019. This trademark is owned by FINANCIAL ENGINES, INC.. The FINANCIAL ENGINES trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:

[ computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments and manuals sold as a unit ]

financial planning, investment analysis and portfolio allocation services
financial engines

General Information


Serial Number75110862
Word MarkFINANCIAL ENGINES
Filing DateTuesday, May 28, 1996
Status800 - REGISTERED AND RENEWED
Status DateWednesday, April 24, 2019
Registration Number2243063
Registration DateTuesday, May 4, 1999
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 14, 1997

Trademark Statements


Disclaimer with Predetermined Text"FINANCIAL"
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 ]
Goods and Servicesfinancial planning, investment analysis and portfolio allocation services

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateThursday, September 22, 2005
Primary Code009
First Use Anywhere DateWednesday, September 30, 1998
First Use In Commerce DateWednesday, September 30, 1998

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 16, 1996
Primary Code036
First Use Anywhere DateWednesday, September 30, 1998
First Use In Commerce DateWednesday, September 30, 1998

Trademark Owner History


Party NameEDELMAN FINANCIAL ENGINES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSUNNYVALE, CA 94089

Party NameFINANCIAL ENGINES, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPALO ALTO, CA 94303

Party NameFINANCIAL ENGINES, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMenlo Park, CA 94025

Party NameFINANCIAL ENGINES, INC.
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressMenlo Park, CA 94025

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMenlo Park, CA 94025

Trademark Events


Event DateEvent Description
Wednesday, April 24, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, April 24, 2019REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Wednesday, April 24, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, April 23, 2019TEAS SECTION 8 & 9 RECEIVED
Wednesday, December 5, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, August 1, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 25, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, May 4, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, September 5, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 5, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 19, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, September 29, 2010ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Saturday, May 9, 2009REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, May 9, 2009REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, April 27, 2009ASSIGNED TO PARALEGAL
Friday, April 24, 2009TEAS SECTION 8 & 9 RECEIVED
Thursday, July 12, 2007CASE FILE IN TICRS
Thursday, September 22, 2005REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, September 22, 2005ASSIGNED TO PARALEGAL
Friday, July 30, 2004REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Friday, February 4, 2005PAPER RECEIVED
Tuesday, May 4, 1999REGISTERED-PRINCIPAL REGISTER
Wednesday, February 17, 1999ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, February 17, 1999ASSIGNED TO EXAMINER
Wednesday, February 17, 1999ASSIGNED TO EXAMINER
Thursday, February 4, 1999STATEMENT OF USE PROCESSING COMPLETE
Wednesday, January 6, 1999USE AMENDMENT FILED
Thursday, July 30, 1998EXTENSION 1 GRANTED
Monday, July 6, 1998EXTENSION 1 FILED
Wednesday, April 8, 1998DIVISIONAL PROCESSING COMPLETE
Thursday, February 26, 1998DIVISIONAL REQUEST RECEIVED
Tuesday, January 6, 1998NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 14, 1997PUBLISHED FOR OPPOSITION
Friday, September 12, 1997NOTICE OF PUBLICATION
Thursday, August 7, 1997APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, July 24, 1997CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 27, 1997NON-FINAL ACTION MAILED
Wednesday, December 11, 1996ASSIGNED TO EXAMINER