INTELLIGENT FINANCIAL LIFE Trademark

Trademark Overview

On Friday, April 16, 2021, a trademark application was filed for INTELLIGENT FINANCIAL LIFE with the United States Patent and Trademark Office. The USPTO has given the INTELLIGENT FINANCIAL LIFE trademark a serial number of 90650383. The federal status of this trademark filing is REGISTERED as of Tuesday, February 13, 2024. This trademark is owned by Envestnet, Inc.. The INTELLIGENT FINANCIAL LIFE trademark is filed in the Insurance & Financial Services category with the following description:

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors; financial planning, namely, the creation, development, and customization of financial planning, financial transaction, financial goal management and other tools related to a comprehensive financial picture of a financial professional's client that is controllable by the financial advisory firm; Financial planning in the nature of interconnected presentation and analysis of financial plans and the provision of financial advice and related financial advisory services, all the foregoing to further financial goals, desires, and interests
intelligent financial life

General Information

Serial Number90650383
Word MarkINTELLIGENT FINANCIAL LIFE
Filing DateFriday, April 16, 2021
Status700 - REGISTERED
Status DateTuesday, February 13, 2024
Registration Number7305196
Registration DateTuesday, February 13, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 13, 2022

Trademark Statements

Goods and ServicesInvestment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors; financial planning, namely, the creation, development, and customization of financial planning, financial transaction, financial goal management and other tools related to a comprehensive financial picture of a financial professional's client that is controllable by the financial advisory firm; Financial planning in the nature of interconnected presentation and analysis of financial plans and the provision of financial advice and related financial advisory services, all the foregoing to further financial goals, desires, and interests

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, July 24, 2021
Primary Code036
First Use Anywhere DateTuesday, August 31, 2021
First Use In Commerce DateTuesday, August 31, 2021

Trademark Owner History

Party NameEnvestnet, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601
Party NameEnvestnet, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressChicago, IL 60601
Party NameEnvestnet, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601

Trademark Events

Event DateEvent Description
Tuesday, April 20, 2021NEW APPLICATION ENTERED
Saturday, July 24, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 9, 2021ASSIGNED TO EXAMINER
Monday, December 20, 2021NON-FINAL ACTION WRITTEN
Monday, December 20, 2021NON-FINAL ACTION E-MAILED
Monday, December 20, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 17, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, June 29, 2022ASSIGNED TO LIE
Thursday, June 30, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 30, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 10, 2022EXAMINERS AMENDMENT -WRITTEN
Wednesday, August 10, 2022EXAMINERS AMENDMENT E-MAILED
Wednesday, August 10, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, August 10, 2022EXAMINER'S AMENDMENT ENTERED
Wednesday, August 10, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 24, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 13, 2022PUBLISHED FOR OPPOSITION
Tuesday, September 13, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 8, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, May 5, 2023SOU TEAS EXTENSION RECEIVED
Friday, May 5, 2023SOU EXTENSION 1 FILED
Friday, May 5, 2023SOU EXTENSION 1 GRANTED
Tuesday, May 9, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, November 8, 2023USE AMENDMENT FILED
Wednesday, November 8, 2023TEAS STATEMENT OF USE RECEIVED
Wednesday, November 22, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, November 24, 2023STATEMENT OF USE PROCESSING COMPLETE
Monday, November 27, 2023DATA MODIFICATION COMPLETED
Thursday, January 11, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, January 12, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, February 13, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, February 13, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, December 4, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

life financial intelligent planning management advice investment advisory namely related services client