| Serial Number | 75977267 |
| Word Mark | FINANCIAL ENGINES |
| Filing Date | Tuesday, May 28, 1996 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, June 1, 2018 |
| Registration Number | 2177630 |
| Registration Date | Tuesday, July 28, 1998 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 14, 1997 |
| Disclaimer with Predetermined Text | "FINANCIAL" |
| Goods and Services | printed materials regarding financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments, namely, newsletters, magazines, periodic reports, books, and customized investor reports |
| Goods and Services | interactive computer on-line services offered via a global computer network in the fields of financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments |
| 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 | 6 - Active |
| Class Status Date | Tuesday, July 16, 1996 |
| Primary Code | 016 |
| First Use Anywhere Date | Wednesday, December 3, 1997 |
| First Use In Commerce Date | Wednesday, December 3, 1997 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 16, 1996 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, December 3, 1997 |
| First Use In Commerce Date | Wednesday, December 3, 1997 |
| Party Name | EDELMAN FINANCIAL ENGINES, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SUNNYVALE, CA 94089 |
| Party Name | FINANCIAL ENGINES, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | SUNNYVALE, CA 94089 |
| Party Name | FINANCIAL ENGINES, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | PALO ALTO, CA 94303 |
| Party Name | FINANCIAL ENGINES, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | MENLO PARK, CA 94025 |
| Party Name | FINANCIAL ENGINES, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | MENLO PARK, CA 94025 |
| Party Name | Grundfest, Joseph A. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Menlo Park, CA 94025 |
| Event Date | Event Description |
| Wednesday, December 5, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 1, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 25, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Saturday, June 2, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, June 1, 2018 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| Friday, June 1, 2018 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, June 1, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, May 23, 2018 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, September 5, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, September 5, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, July 28, 2017 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, July 19, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, April 28, 2011 | CASE FILE IN TICRS |
| Tuesday, April 5, 2011 | CASE FILE IN TICRS |
| Wednesday, September 29, 2010 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 30, 2008 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, July 30, 2008 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, July 28, 2008 | ASSIGNED TO PARALEGAL |
| Monday, July 14, 2008 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, August 27, 2004 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, July 16, 2004 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Tuesday, July 28, 1998 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 11, 1998 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, April 8, 1998 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, February 26, 1998 | USE AMENDMENT FILED |
| Wednesday, April 8, 1998 | DIVISIONAL PROCESSING COMPLETE |
| Tuesday, January 6, 1998 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 14, 1997 | PUBLISHED FOR OPPOSITION |
| Friday, September 12, 1997 | NOTICE OF PUBLICATION |
| Thursday, August 7, 1997 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 24, 1997 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 27, 1997 | NON-FINAL ACTION MAILED |
| Wednesday, December 11, 1996 | ASSIGNED TO EXAMINER |