EDELMAN FINANCIAL ENGINES - Trademark Details
Status: 700 - Registered
Serial Number
88201560
Registration Number
5968703
Word Mark
EDELMAN FINANCIAL ENGINES
Status
700 - Registered
Status Date
2020-01-21
Filing Date
2018-11-20
Registration Number
5968703
Registration Date
2020-01-21
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-04-30
Attorney Name
Law Office Assigned Location Code
M40
Employee Name
FOX III, LYAL L
Statements
Disclaimer with Predetermined Text
"FINANCIAL"
Goods and Services
Downloadable electronic newsletters in the fields of business, finance, investment, and money management
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; Notepads; Pens
Goods and Services
Bobblehead dolls
Goods and Services
Business succession planning for financial advisors; Providing information via a global computer network in the field of business
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 management services featuring the management of an account holder's mutual fund 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
Goods and Services
Entertainment services in the nature of an ongoing 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; 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
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
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; 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
2018-12-10
Primary Code
009
First Use Anywhere Date
2019-10-16
First Use In Commerce Date
2019-10-16
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); playing cards; printers' type; printing blocks. - 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); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
6 - Active
Class Status Date
2018-12-10
Primary Code
016
First Use Anywhere Date
2019-10-14
First Use In Commerce Date
2019-10-14
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
2018-12-10
Primary Code
036
First Use Anywhere Date
2019-10-14
First Use In Commerce Date
2019-10-14
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2018-12-10
Primary Code
041
First Use Anywhere Date
2019-10-14
First Use In Commerce Date
2019-10-14
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; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2018-12-10
Primary Code
042
First Use Anywhere Date
2019-10-14
First Use In Commerce Date
2019-10-14
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
ANDREW G. COLOMBO
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 2177630 |
| Prior Registration | 2243063 |
| Prior Registration | 5451212 |
Trademark Events
| Event Date | Event Description |
| 2018-11-23 | NEW APPLICATION ENTERED IN TRAM |
| 2018-12-10 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2019-02-22 | ASSIGNED TO EXAMINER |
| 2019-02-26 | EXAMINERS AMENDMENT -WRITTEN |
| 2019-02-26 | EXAMINERS AMENDMENT E-MAILED |
| 2019-02-26 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2019-02-26 | EXAMINER'S AMENDMENT ENTERED |
| 2019-02-27 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2019-03-22 | ASSIGNED TO LIE |
| 2019-03-22 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2019-04-10 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2019-04-30 | PUBLISHED FOR OPPOSITION |
| 2019-04-30 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2019-06-25 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2019-12-03 | TEAS STATEMENT OF USE RECEIVED |
| 2019-12-10 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2019-12-03 | USE AMENDMENT FILED |
| 2019-12-10 | STATEMENT OF USE PROCESSING COMPLETE |
| 2019-12-10 | SU - NON-FINAL ACTION - WRITTEN |
| 2019-12-10 | NON-FINAL ACTION E-MAILED |
| 2019-12-10 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2019-12-12 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2019-12-16 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2019-12-16 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2019-12-18 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2019-12-19 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2020-01-21 | REGISTERED-PRINCIPAL REGISTER |
