ENVESTNET | YODLEE AI FINCHECK
Live / Registered — Registered (as of 07 Dec 2021)
What this means for you
Registered since 07 Dec 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88163834
- Registration number
- 6583883
- Mark type
- Stylized text
- Filed
- 22 Oct 2018
- Published for opposition
- 05 Nov 2019
- Registered
- 07 Dec 2021
- Attorney of record
- Martin R. Greenstein
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial assessment services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial information services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others, namely, providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments
Owner
- ENVESTNET, INC., CHICAGO, IL, US
- Yodlee, Inc., San Mateo, CA, US
- Yodlee, Inc., San Mateo, CA, US
- Yodlee, Inc., Redwood City, CA, US
Prior registrations
Prosecution history
- 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 22 Aug 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 25 Oct 2022 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
- 19 Sept 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 19 Sept 2022 — CORRECTION UNDER SECTION 7 - PROCESSED
- 06 Sept 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 06 Sept 2022 — OTQR WITHDRAWAL FROM PUBLICATION
- 07 Jul 2022 — POST REGISTRATION ACTION CORRECTION
- 25 May 2022 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 29 Apr 2022 — POST REGISTRATION ACTION MAILED - SEC. 7
- 27 Apr 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 07 Dec 2021 — TEAS SECTION 7 REQUEST RECEIVED
- 07 Dec 2021 — REGISTERED-PRINCIPAL REGISTER
- 02 Nov 2021 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 01 Nov 2021 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED