USPTO serial 88725040
ENVESTNET MONEYGUIDE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 28, 2021
- Examiner
- SPRUILL, DARRYL M
- 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
Chicago, IL, US
Chicago, IL, US
Chicago, IL, US
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 LLP191 NORTH WACKER DRIVESUITE 3700CHICAGO, IL 60606Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to advisors | ACTIVE | — |
| 042 | Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial goal management; Developing a computer network for the purpose of facilitating the creation, marketing, and presentation of financial plans or furthering of financial planning goals; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with financial plans for financial advisors and consumers; Customer technical support services, namely, consulting and customization services for custom integration of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment, financial planning, and information aggregation services | ACTIVE | — |
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 MONEYGUIDE
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 28, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 28, 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. |
| Aug 26, 2021 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 25, 2021 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 5, 2021 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 2, 2021 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jul 21, 2021 | IUAF | USE AMENDMENT FILED | — |
| Jul 21, 2021 | 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. |
| Feb 2, 2021 | 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. |
| Dec 8, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 8, 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. |
| Nov 18, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 3, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 8, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 7, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 7, 2020 | 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. |
| Apr 20, 2020 | 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. |
| Apr 20, 2020 | 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. |
| Apr 20, 2020 | 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. |
| Mar 12, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 16, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 16, 2019 | NWAP | NEW APPLICATION ENTERED | — |