USPTO serial 88357702
EF EDELMAN FINANCIAL ENGINES
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 18, 2020
- Examiner
- MIRANDA, JOHN
- 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.
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Owner
Edelman Financial Engines, LLC
Sunnyvale, CA, US
Edelman Financial Engines, LLC
Sunnyvale, 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 St., SUITE 1000OVERLAND PARK, KS 66210United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable electronic newsletters in the fields of business, finance, investment, and money management | ACTIVE | Oct 16, 2019 |
| 016 | 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 | ACTIVE | Oct 14, 2019 |
| 036 | 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 | ACTIVE | Oct 14, 2019 |
| 041 | 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 nondownloadable newsletters in the fields of business, finance, investment, and money management | ACTIVE | Oct 14, 2019 |
| 042 | 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 | ACTIVE | Oct 14, 2019 |
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 Edelman Financial Engines, LLC
- Other trademarks owned by Edelman Financial Engines, LLC
- Other trademarks owned by Edelman Financial Engines, LLC
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named EF EDELMAN FINANCIAL ENGINES
- Recently changed USPTO trademarks
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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 | — |
| May 12, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| May 12, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| May 12, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 18, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Feb 18, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 18, 2020 | 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. |
| Jan 14, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 13, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Dec 26, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Dec 26, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 13, 2019 | IUAF | USE AMENDMENT FILED | — |
| Dec 13, 2019 | 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. |
| Aug 6, 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. |
| Jun 11, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 11, 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. |
| May 22, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 1, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 25, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 13, 2019 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 12, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 29, 2019 | NWAP | NEW APPLICATION ENTERED | — |