RETURN ON ADVICE Trademark
Trademark Overview
On Friday, February 26, 2016, a trademark application was filed for RETURN ON ADVICE with the United States Patent and Trademark Office. The USPTO has given the RETURN ON ADVICE trademark a serial number of 86920772. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 29, 2023. This trademark is owned by Envestnet, Inc.. The RETURN ON ADVICE trademark is filed in the Insurance & Financial Services category with the following description:
Financial support services for investment advisors, namely, consulting on financial planning, asset class selection and allocation, investment selection, systematic rebalancing of investment portfolios, and tax management needs of investment portfolios
General Information
| Serial Number | 86920772 |
| Word Mark | RETURN ON ADVICE |
| Filing Date | Friday, February 26, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 29, 2023 |
| Registration Number | 5224160 |
| Registration Date | Tuesday, June 13, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 16, 2016 |
Trademark Statements
| Goods and Services | Financial support services for investment advisors, namely, consulting on financial planning, asset class selection and allocation, investment selection, systematic rebalancing of investment portfolios, and tax management needs of investment portfolios |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 29, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, April 30, 2016 |
| First Use In Commerce Date | Saturday, April 30, 2016 |
Trademark Owner History
| Party Name | Envestnet, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | Envestnet, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | Envestnet, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
Trademark Events
| Event Date | Event Description |
| Friday, December 29, 2023 | CANCELLED SEC. 8 (6-YR) |
| Monday, June 13, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 13, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, May 11, 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, May 10, 2017 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, May 5, 2017 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 11, 2017 | USE AMENDMENT FILED |
| Wednesday, May 3, 2017 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, April 11, 2017 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 11, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 16, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 16, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 27, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, July 8, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 8, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Friday, July 8, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, July 8, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Friday, July 8, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, June 19, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, June 19, 2016 | NON-FINAL ACTION E-MAILED |
| Sunday, June 19, 2016 | NON-FINAL ACTION WRITTEN |
| Saturday, June 11, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, March 1, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 1, 2016 | NEW APPLICATION ENTERED |
