INVESTING SENSE

What this means for you

Registered since 12 Mar 2013. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 12 Mar 2023).

Record

Serial number

85391794

Registration number

4302160

Mark type

Stylized text

Filed

08 Aug 2011

Published for opposition

27 Mar 2012

Registered

12 Mar 2013

Next maintenance due

12 Mar 2023

Attorney of record

Andrew G. Colombo

Goods and services

• Class 016 — Paper goods and printed matter: Publications, namely, brochures, booklets, and teaching materials in the field of financial planning and investing
• Class 036 — Insurance and financial services: Financial planning and investment advisory services

Owner

• EDELMAN FINANCIAL ENGINES, LLC, Santa Clara, CA, US
• FINANCIAL ENGINES, INC., SUNNYVALE, CA, US
• TMFS HOLDINGS, LLC, OVERLAND PARK, KS, US
• The Smith Advisory Group, LLC, Westfield, IN, US
• The Smith Advisory Group, LLC, Westfield, IN, US
• The Smith Advisory Group, LLC, Westfield, IN, US

Prosecution history

• 20 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 20 Dec 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
• 20 Dec 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 20 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 06 Jun 2022 — TEAS SECTION 8 & 9 RECEIVED
• 12 Mar 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 19 Sept 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
• 19 Sept 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
• 19 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 04 Sept 2019 — TEAS SECTION 8 RECEIVED
• 05 Dec 2018 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 01 Aug 2018 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
• 25 Jul 2018 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
• 12 Mar 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 29 Sept 2017 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED