ERS MANAGED QDIA - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87611755
Serial Number
87611755
Registration Number
5623775
Word Mark
ERS MANAGED QDIA
Status
700 - Registered
Status Date
2018-12-04
Filing Date
2017-09-18
Registration Number
5623775
Registration Date
2018-12-04
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2018-02-06
Attorney Name
Melissa S. Dillenbeck
Law Office Assigned Location Code
N70
Employee Name
INGRAM, KYLE G
Statements
Disclaimer with Predetermined Text
"MANAGED QDIA"
Goods and Services
Financial services, namely, financial administration of a customized managed accounts program for investors; financial services, namely, customized managed account investment services for investors
Pseudo Mark
ENVESTMENT RETIREMENT SOLUTIONS MANAGED QUALIFIED DEFAULT INVESTMENT ALTERNATIVE
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2017-09-21
Primary Code
036
First Use Anywhere Date
2018-10-01
First Use In Commerce Date
2018-10-01
Current Trademark Owners
Party Name
Envestnet, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Envestnet, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Envestnet, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Envestnet, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
MELISSA S. DILLENBECK
Address
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Trademark Events
Event DateEvent Description
2017-09-21NEW APPLICATION ENTERED IN TRAM
2017-09-21NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-12-06ASSIGNED TO EXAMINER
2017-12-13EXAMINERS AMENDMENT -WRITTEN
2017-12-13EXAMINERS AMENDMENT E-MAILED
2017-12-13NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2017-12-13EXAMINER'S AMENDMENT ENTERED
2017-12-13APPROVED FOR PUB - PRINCIPAL REGISTER
2018-01-01ASSIGNED TO LIE
2018-01-17NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-02-06PUBLISHED FOR OPPOSITION
2018-02-06OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-04-03NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2018-10-02TEAS STATEMENT OF USE RECEIVED
2018-10-26CASE ASSIGNED TO INTENT TO USE PARALEGAL
2018-10-02USE AMENDMENT FILED
2018-10-26STATEMENT OF USE PROCESSING COMPLETE
2018-10-29ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2018-10-30NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2018-12-04REGISTERED-PRINCIPAL REGISTER