USPTO serial 75110862
FINANCIAL ENGINES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 4, 1999
- Examiner
- TINGLEY, JOHN
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Current trademark owner
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Owner
PALO ALTO, CA, US
Menlo Park, CA, US
Menlo Park, CA, US
Menlo Park, CA, US
EDELMAN FINANCIAL ENGINES, LLC
SUNNYVALE, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Andrew G. Colombo
Andrew G. Colombo Hovey Williams LLP10801 Mastin Blvd., Suite 1000Overland Park, KS 66210-1697UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | [ computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments and manuals sold as a unit ] | SECTION 8 - CANCELLED | — |
| 036 | financial planning, investment analysis and portfolio allocation services | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by FINANCIAL ENGINES, INC.
- Other trademarks owned by Grundfest, Joseph A.
- Other trademarks owned by FINANCIAL ENGINES, INC.
- Other trademarks owned by FINANCIAL ENGINES, INC.
- Other trademarks owned by EDELMAN FINANCIAL ENGINES, LLC
- Other trademarks in Class 009
- Other trademarks in Class 036
- Similar marks named FINANCIAL ENGINES
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 8, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 8, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Apr 24, 2019 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Apr 24, 2019 | RNL2 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Apr 24, 2019 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Apr 23, 2019 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Dec 5, 2018 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 1, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 25, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 4, 2018 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 5, 2017 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 5, 2017 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 19, 2017 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 29, 2010 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 9, 2009 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| May 9, 2009 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Apr 27, 2009 | PLGL | ASSIGNED TO PARALEGAL | — |
| Apr 24, 2009 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 12, 2007 | CFIT | CASE FILE IN TICRS | — |
| Sep 22, 2005 | C15P | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 22, 2005 | PLGL | ASSIGNED TO PARALEGAL | — |
| Feb 4, 2005 | PAPER RECEIVED | — | |
| Jul 30, 2004 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| May 4, 1999 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Feb 17, 1999 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 17, 1999 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 17, 1999 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 4, 1999 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 6, 1999 | IUAF | USE AMENDMENT FILED | — |
| Jul 30, 1998 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jul 6, 1998 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 8, 1998 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Feb 26, 1998 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Jan 6, 1998 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Oct 14, 1997 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Sep 12, 1997 | NPUB | NOTICE OF PUBLICATION | — |
| Aug 7, 1997 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 24, 1997 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 27, 1997 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 11, 1996 | DOCK | ASSIGNED TO EXAMINER | — |