USPTO serial 88674266
ADVISORENGINE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 2, 2020
- Examiner
- BULLOFF, TOBY ELLEN
- Law office
- Historical data usage
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kelly Weiner
Kelly Weiner LAW OFFICE OF KELLY WEINER PLLC511 Avenue of the Americas, #4078NEW YORK, NY 10011UNITED STATES OF AMERICAGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Arranging and conducting business conferences in the field of financial technology | ACTIVE | — |
| 042 | Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals | ACTIVE | Nov 30, 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 AdvisorEngine Inc.
- Other trademarks owned by AdvisorEngine Inc.
- Other trademarks owned by AdvisorEngine Inc.
- Other trademarks in Class 035
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 10, 2025 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Dec 10, 2025 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Dec 10, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 3, 2025 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 2, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 12, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 12, 2022 | 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 12, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 24, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 24, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 24, 2022 | 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. |
| Jun 24, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 24, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 14, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 14, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 14, 2021 | 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. |
| Apr 14, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 14, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 17, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 17, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 17, 2020 | 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 17, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 17, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 16, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 16, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 16, 2020 | 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 16, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 16, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 2, 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. |
| Mar 26, 2020 | CORV | REVIEW OF CORRESPONDENCE COMPLETE | — |
| Mar 26, 2020 | ATRQ | ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED | — |
| Mar 25, 2020 | APET | ASSIGNED TO PETITION STAFF | — |
| Mar 17, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 17, 2020 | 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. |
| Feb 26, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 25, 2020 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Feb 10, 2020 | ALIE | ASSIGNED TO LIE | — |
| Feb 4, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 4, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 4, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 4, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 4, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 4, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 4, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 2, 2019 | NWAP | NEW APPLICATION ENTERED | — |