| Serial Number | 90430643 |
| Word Mark | REDI2 WEALTH MANAGER |
| Filing Date | Wednesday, December 30, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 25, 2022 |
| Registration Number | 6626163 |
| Registration Date | Tuesday, January 25, 2022 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 9, 2021 |
| Pseudo Mark | RED ONE TWO WEALTH MANAGER; RED TWELVE WEALTH MANAGER |
| NOT AVAILABLE | "WEALTH MANAGER" |
| Goods and Services | Providing temporary use of on-line non-downloadable software for use in the management of billing, invoicing, revenue accounting, revenue reporting, revenue reconciliation, revenue collection, revenue analytics, and revenue forecasting in the field of financial services and wealth management services; providing temporary use of online non-downloadable software for calculating fees, defining fee schedules, and managing billing cycles in the field of financial services and wealth management services; providing temporary use of online non-downloadable software that is designed to generate invoices, revenue reports, and account statements, all in the field of financial services and wealth management services; providing temporary use of online non-downloadable software for integrating accounts, ledgers, and portfolios with third-party software and databases in the field of financial services and wealth management services |
| 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, March 24, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, May 20, 2020 |
| First Use In Commerce Date | Wednesday, May 20, 2020 |
| Party Name | ENVESTNET ASSET MANAGEMENT, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | BERWYN, PA 19312 |
| Party Name | Redi2 Technologies, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02110 |
| Party Name | Redi2 Technologies, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02110 |
| Party Name | Redi2 Technologies, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02110 |
| Event Date | Event Description |
| Saturday, January 2, 2021 | NEW APPLICATION ENTERED |
| Wednesday, March 24, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 1, 2021 | ASSIGNED TO EXAMINER |
| Friday, July 16, 2021 | NON-FINAL ACTION E-MAILED |
| Friday, July 16, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 16, 2021 | NON-FINAL ACTION WRITTEN |
| Monday, July 19, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 19, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 20, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 1, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 20, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 9, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 9, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 25, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, October 26, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |