USPTO serial 99446068
ADVISORENGINE PORTFOLIO SOLUTIONS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 3, 2026
- Examiner
- DIXON, JENNIFER HAZARD
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jordan Arnot Leahey
Jordan Arnot Leahey CM LAW PLLC13101 Preston Road Ste 110-1520Dallas, TX 75240United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Investment management; financial investment portfolio analysis; financial investment due diligence; financial services in the nature of investment portfolio construction | ACTIVE | Oct 3, 2025 |
| 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 for financial planning professionals that provides marketing support and client management tools for financial planning professionals; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions, all in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; Providing temporary use of on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth; Providing temporary use of on-line non-downloadable software for financial due diligence | ACTIVE | Oct 3, 2025 |
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 036
- Other trademarks in Class 042
- Similar marks named ADVISORENGINE PORTFOLIO SOLUTIONS
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 3, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 3, 2026 | 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 13, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 13, 2026 | 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. |
| Jan 7, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 16, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 28, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 28, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 28, 2025 | 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. |
| Nov 24, 2025 | 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. |
| Nov 24, 2025 | 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. |
| Nov 24, 2025 | 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. |
| Nov 13, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 3, 2025 | MDSM | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Nov 3, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 16, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 16, 2025 | NWAP | NEW APPLICATION ENTERED | — |