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 75977267. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, June 1, 2018. This trademark is owned by Grundfest, Joseph A.. The FINANCIAL ENGINES trademark is filed in the Paper & Printed Material Products and Computer & Software Services & Scientific Services categories with the following description:

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

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
financial engines

General Information


Serial Number75977267
Word MarkFINANCIAL ENGINES
Filing DateTuesday, May 28, 1996
Status800 - REGISTERED AND RENEWED
Status DateFriday, June 1, 2018
Registration Number2177630
Registration DateTuesday, July 28, 1998
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 Servicesprinted 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 Servicesinteractive 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

Classification Information


International Class016 - 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 Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateTuesday, July 16, 1996
Primary Code016
First Use Anywhere DateWednesday, December 3, 1997
First Use In Commerce DateWednesday, December 3, 1997

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, July 16, 1996
Primary Code042
First Use Anywhere DateWednesday, December 3, 1997
First Use In Commerce DateWednesday, December 3, 1997

Trademark Owner History


Party NameEDELMAN FINANCIAL ENGINES, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSUNNYVALE, CA 94089

Party NameFINANCIAL ENGINES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
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 NameGrundfest, Joseph A.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMenlo Park, CA 94025

Trademark Events


Event DateEvent Description
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
Saturday, June 2, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, June 1, 2018REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Friday, June 1, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, June 1, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 23, 2018TEAS SECTION 8 & 9 RECEIVED
Tuesday, September 5, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 5, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, July 28, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, July 19, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, April 28, 2011CASE FILE IN TICRS
Tuesday, April 5, 2011CASE FILE IN TICRS
Wednesday, September 29, 2010ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 30, 2008REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, July 30, 2008REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, July 28, 2008ASSIGNED TO PARALEGAL
Monday, July 14, 2008TEAS SECTION 8 & 9 RECEIVED
Friday, August 27, 2004REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, July 16, 2004REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, July 28, 1998REGISTERED-PRINCIPAL REGISTER
Monday, May 11, 1998ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, April 8, 1998STATEMENT OF USE PROCESSING COMPLETE
Thursday, February 26, 1998USE AMENDMENT FILED
Wednesday, April 8, 1998DIVISIONAL PROCESSING COMPLETE
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