USPTO serial 86917921
ESSENTIAL ADVISOR
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 26, 2017
- Examiner
- RICHARDS, SUSAN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Envestnet Asset Management, Inc.
Chicago, IL
Envestnet Asset Management, Inc.
Chicago, IL
CHICAGO, IL
CHICAGO, IL
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Melissa S. Dillenbeck
Melissa S. Dillenbeck Faegre Drinker Biddle & Reath LLP320 South Canal StreetSuite 3300CHICAGO, IL 60606Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 016 | [ Printed matter, namely, printed periodicals, white papers, and books in the field of financial advice and investment management ] | SECTION 8 - CANCELLED | — |
| 041 | Providing seminars relating to financial advice and investment management; providing a web site featuring non-downloadable instructional videos in the field of financial advice and investment management | ACTIVE | May 18, 2016 |
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 Envestnet Asset Management, Inc.
- Other trademarks owned by Envestnet Asset Management, Inc.
- Other trademarks owned by ENVESTNET, INC.
- Other trademarks owned by ENVESTNET, INC.
- Other trademarks in Class 016
- Other trademarks in Class 041
- Similar marks named ESSENTIAL ADVISOR
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 8, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 8, 2024 | C15P | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 8, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 22, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 26, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 26, 2017 | 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. |
| Nov 18, 2017 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 17, 2017 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Nov 13, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 13, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 13, 2017 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| May 11, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| May 11, 2017 | GNRT | NON-FINAL ACTION E-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. |
| May 11, 2017 | CNRT | SU - NON-FINAL ACTION - WRITTEN | 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. |
| May 3, 2017 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 15, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 15, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 4, 2017 | IUAF | USE AMENDMENT FILED | — |
| Apr 4, 2017 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Oct 4, 2016 | NOAM | NOA E-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. |
| Aug 9, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 9, 2016 | 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. |
| Jul 20, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 7, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jun 30, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 11, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 10, 2016 | ALIE | ASSIGNED TO LIE | — |
| Jun 10, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 10, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 10, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 8, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 29, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 27, 2016 | NWAP | NEW APPLICATION ENTERED | — |