| Serial Number | 97910143 |
| Word Mark | PERSONAL. SCIENTIFIC. BEAUTIFUL. |
| Filing Date | Thursday, April 27, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 9, 2024 |
| Registration Number | 7437464 |
| Registration Date | Tuesday, July 9, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 23, 2024 |
| Certificate of Correction for Registration | The drawing is corrected to appear as follows: PERSONAL. SCIENTIFIC. BEAUTIFUL. |
| Goods and Services | Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals; software as a service (SaaS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; providing temporary use of on-line non-downloadable cloud computing software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data |
| 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 | Thursday, May 25, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, July 31, 2017 |
| First Use In Commerce Date | Monday, July 31, 2017 |
| Party Name | AdvisorEngine Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27609 |
| Party Name | AdvisorEngine Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27609 |
| Party Name | AdvisorEngine Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27609 |
| Event Date | Event Description |
| Thursday, January 25, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, May 1, 2023 | NEW APPLICATION ENTERED |
| Thursday, May 25, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 24, 2024 | ASSIGNED TO EXAMINER |
| Thursday, January 25, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, January 25, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 26, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, February 26, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 26, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 20, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 23, 2024 | PUBLISHED FOR OPPOSITION |
| Monday, April 29, 2024 | TEAS POST PUBLICATION AMENDMENT RECEIVED |
| Tuesday, April 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, June 10, 2024 | ASSIGNED TO PETITION STAFF |
| Wednesday, June 12, 2024 | TEAS POST PUBLICATION AMENDMENT RECEIVED |
| Tuesday, June 11, 2024 | POST PUBLICATION AMENDMENT – NOT ENTERED |
| Tuesday, July 9, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 16, 2024 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, July 9, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Friday, August 2, 2024 | REVIEW OF CORRESPONDENCE COMPLETE |
| Thursday, July 25, 2024 | ASSIGNED TO PETITION STAFF |
| Monday, January 13, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, January 24, 2025 | CORRECTION UNDER SECTION 7 - PROCESSED |
| Tuesday, April 29, 2025 | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED |
| Friday, June 27, 2025 | REGISTERED - SEC. 7 REQUEST ABANDONED |
| Thursday, January 30, 2025 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
| Thursday, May 22, 2025 | TEAS SECTION 7 REQUEST RECEIVED |
| Friday, May 30, 2025 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Tuesday, June 3, 2025 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |