USPTO serial 88163834
ENVESTNET | YODLEE AI FINCHECK
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 7, 2021
- Examiner
- KAPLAN, VALERIE ELIZABETH
- Law office
- TMEG LAW OFFICE 107
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
Redwood City, CA
San Mateo, CA
San Mateo, CA
CHICAGO, IL
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Martin R. Greenstein
Martin R. Greenstein TECHMARK A LAW CORPORATION4820 HARWOOD ROAD, SUITE 110SAN JOSE, CA 95124UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial assessment services to others, 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; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial information services to others, 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 services to others, namely, 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 financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments | ACTIVE | Sep 13, 2017 |
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 Yodlee, Inc.
- Other trademarks owned by Yodlee, Inc.
- Other trademarks owned by Yodlee, Inc.
- Other trademarks owned by ENVESTNET, INC.
- Other trademarks in Class 036
- Similar marks named ENVESTNET | YODLEE AI FINCHECK
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Aug 22, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 25, 2022 | NURC | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | — |
| Sep 19, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 19, 2022 | COC. | CORRECTION UNDER SECTION 7 - PROCESSED | — |
| Sep 6, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 6, 2022 | WDRL | OTQR WITHDRAWAL FROM PUBLICATION | — |
| Jul 7, 2022 | XXXX | POST REGISTRATION ACTION CORRECTION | — |
| May 25, 2022 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Apr 29, 2022 | PRAM | POST REGISTRATION ACTION MAILED - SEC. 7 | — |
| Apr 27, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 7, 2021 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Dec 7, 2021 | 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 2, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 1, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 30, 2021 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 30, 2021 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 30, 2021 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 30, 2021 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Jun 8, 2021 | 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. |
| Jun 8, 2021 | 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. |
| Jun 8, 2021 | 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 29, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 28, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 28, 2021 | 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. |
| Feb 10, 2021 | 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. |
| Feb 10, 2021 | 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. |
| Feb 10, 2021 | 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. |
| Jan 19, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 13, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 23, 2020 | IUAF | USE AMENDMENT FILED | — |
| Dec 23, 2020 | 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. |
| Jun 18, 2020 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 16, 2020 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jun 16, 2020 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jun 16, 2020 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 31, 2019 | 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. |
| Nov 5, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 5, 2019 | 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. |
| Oct 16, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 2, 2019 | FIXD | ELECTRONIC RECORD REVIEW COMPLETE | — |
| Sep 27, 2019 | ERRR | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED | — |
| Sep 25, 2019 | ALIE | ASSIGNED TO LIE | — |
| Sep 25, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 24, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 23, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 23, 2019 | 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. |
| Aug 31, 2019 | 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. |
| Aug 31, 2019 | 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. |
| Aug 31, 2019 | CNRT | 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. |
| Aug 7, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 6, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 6, 2019 | 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. |
| Feb 6, 2019 | 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. |
| Feb 6, 2019 | 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. |
| Feb 6, 2019 | CNRT | 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. |
| Feb 6, 2019 | RFTP | REMOVED FROM TEAS PLUS | — |
| Jan 30, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 2, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 25, 2018 | NWAP | NEW APPLICATION ENTERED | — |