USPTO serial 87977323
ENVESTNET YODLEE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 2, 2019
- Examiner
- BEGGS, MONICA L
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
Need help with ENVESTNET YODLEE?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
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 Street, Suite 3300CHICAGO, IL 60606United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; providing online personal banking services; providing online financial management services for personal, household and business applications; Providing online electronic funds transfer, debit card and bill payment services; Providing electronic and web-based processing and subsequent transmission of funds transfers, bill payments and electronic payment data; electronic payment services, namely, electronic processing and subsequent transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit card transactions | ACTIVE | Nov 19, 2015 |
| 042 | Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial management and online payments; Developing and hosting a server on a computer network for the purpose of facilitating e-commerce via such a server featuring computer software applications; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Technical support services, namely, installation, administration, and troubleshooting of computer systems, networks and software all of which are provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services | ACTIVE | Nov 19, 2015 |
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, Inc.
- Other trademarks owned by Envestnet, Inc.
- Other trademarks owned by Envestnet, Inc.
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named ENVESTNET YODLEE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 21, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 21, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 20, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 20, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 18, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 2, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 5, 2020 | A7OK | AMENDMENT UNDER SECTION 7 - PROCESSED | — |
| Apr 30, 2020 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 1, 2020 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Jul 3, 2019 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Jul 2, 2019 | 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. |
| May 29, 2019 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 28, 2019 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 15, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 15, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 14, 2019 | ALIE | ASSIGNED TO LIE | — |
| May 7, 2019 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| May 7, 2019 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| May 7, 2019 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| May 7, 2019 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Nov 14, 2018 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Nov 14, 2018 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 14, 2018 | CNFR | SU - FINAL REFUSAL - WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 18, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 17, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 17, 2018 | 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 3, 2018 | 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 3, 2018 | 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 3, 2018 | 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. |
| Apr 12, 2018 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 11, 2018 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 11, 2018 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Apr 9, 2018 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 3, 2018 | IUAF | USE AMENDMENT FILED | — |
| Apr 3, 2018 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Apr 3, 2018 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Apr 3, 2018 | 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 3, 2017 | 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 8, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 8, 2017 | 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 19, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 23, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 2, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 31, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 31, 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. |
| Dec 17, 2016 | GEAN | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Dec 17, 2016 | GEAP | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Dec 17, 2016 | EPEN | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY | — |
| Dec 17, 2016 | CPEA | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED | — |
| Dec 12, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 15, 2016 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Sep 14, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 13, 2016 | NWAP | NEW APPLICATION ENTERED | — |