USPTO serial 88872663
ENVESTNET MONEYGUIDE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 27, 2020
- Examiner
- SWIFT, GILBERT 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 LLP320 South Canal Street, Suite 3300CHICAGO, IL 60606United StatesGoods 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 independent advisors | ACTIVE | Mar 9, 2020 |
| 042 | Computer services, namely, creating an online virtual environment for the creation, development, of computer software in the field of financial management; developing computer network software for the purpose of facilitating financial planning goals; customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with financial investment planning and other financial services; technological consultation in the field of computer systems, networks and software all of which are provided in connection with 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 financial planning and financial, investment and personal records and information aggregation services | ACTIVE | Mar 9, 2020 |
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
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 14, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 27, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Oct 27, 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. |
| Aug 11, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 11, 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. |
| Jul 22, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 7, 2020 | ALIE | ASSIGNED TO LIE | — |
| Jul 1, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 1, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 1, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 1, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 1, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 30, 2020 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jun 30, 2020 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jun 30, 2020 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Jun 25, 2020 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 24, 2020 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 23, 2020 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 18, 2020 | NWAP | NEW APPLICATION ENTERED | — |