| Serial Number | 97273642 |
| Word Mark | MOMENTUM BY EDELMAN FINANCIAL ENGINES |
| Filing Date | Friday, February 18, 2022 |
| Status | 606 - ABANDONED - NO STATEMENT OF USE FILED |
| Status Date | Monday, June 24, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 28, 2023 |
| Goods and Services | Entertainment services in the nature of an ongoing multimedia program in the fields of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; educational services, namely, conducting online classes, seminars, conferences, and workshops in the fields of business, finance, investment, money management, and financial planning; on-line journals, namely, blogs in the fields of personal finance and financial planning; online electronic newsletters delivered by email in the field of personal finance and financial planning; providing online non-downloadable newsletters in the fields of business, finance, investment, and money management; entertainment services, namely, providing podcasts in the fields of mutual funds, personal finance, and financial planning and advice |
| Goods and Services | downloadable electronic newsletters in the fields of business, finance, investment, and money management; downloadable podcasts in the fields of mutual funds, personal finance, and financial planning and advice; downloadable software in the nature of a mobile application for providing investment account and portfolio information and statements, retirement goal information, investment activity and plan updates and information, and contact to a financial advisor |
| Goods and Services | printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports in the fields of financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments |
| Goods and Services | financial consultancy services in the nature of financial advice, analysis, education, and guidance; Investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment advisory services featuring the management of an account holder's investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial planning services; financial investment for others in the fields of securities, mutual funds financial retirement trust management services; financial asset administration; financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary representative services; funds investment, namely, high-yield cash and liquid asset management |
| NOT AVAILABLE | "FINANCIAL" |
| Goods and Services | providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation |
| 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 | 6 - Active |
| Class Status Date | Wednesday, February 23, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Wednesday, February 23, 2022 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Wednesday, February 23, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 23, 2022 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Wednesday, February 23, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Clara, CA 95054 |
| Party Name | Edelman Financial Engines, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Clara, CA 95054 |
| Event Date | Event Description |
| Tuesday, February 22, 2022 | NEW APPLICATION ENTERED |
| Wednesday, February 23, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, December 3, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, December 7, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 7, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 22, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 7, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, February 21, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, February 21, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 23, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 8, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 28, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 28, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 23, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, November 22, 2023 | SOU EXTENSION 1 GRANTED |
| Wednesday, November 22, 2023 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, November 22, 2023 | SOU EXTENSION 1 FILED |
| Friday, November 24, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, June 24, 2024 | ABANDONMENT - NO USE STATEMENT FILED |
| Friday, July 12, 2024 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED |