EF EDELMAN FINANCIAL ENGINES
Live / Registered — Registered (as of 18 Feb 2020)
What this means for you
Registered since 18 Feb 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88357702
- Registration number
- 5992540
- Mark type
- Design + words
- Filed
- 26 Mar 2019
- Published for opposition
- 11 Jun 2019
- Registered
- 18 Feb 2020
- Attorney of record
- Andrew G. Colombo
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable electronic newsletters in the fields of business, finance, investment, and money management
- Class 016 — Paper goods and printed matter: Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports in the fields of financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments; Notepads; Pens
- Class 036 — Insurance and financial services: Financial consultancy services in the nature of financial advice, analysis, education, and guidance;Investment advisory services; Investment management, planning, and advice services; Financial analysis and research services; Investment management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; Providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; Financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; Financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; Financial planning services; Financial investment for others in the fields of securities, mutual funds; Financial retirement trust management services; Financial asset administration; Financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; Fiduciary representative services
- Class 041 — Education and entertainment services: Entertainment services in the nature of an ongoing program in the fields of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; Educational services, namely, conducting online classes, seminars, conferences, and workshops in the fields of business, finance, investment, money management, and financial planning; Online electronic newsletters delivered by email in the field of personal finance and financial planning; Providing online nondownloadable newsletters in the fields of business, finance, investment, and money management
- Class 042 — Scientific and technological services: Providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation
Owner
- Edelman Financial Engines, LLC, Sunnyvale, CA, US
- Edelman Financial Engines, LLC, Sunnyvale, CA, US
- Edelman Financial Engines, LLC, Sunnyvale, CA, US
Prosecution history
- 18 Feb 2026 — TEAS SECTION 8 & 15 RECEIVED
- 18 Feb 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Feb 2020 — REGISTERED-PRINCIPAL REGISTER
- 14 Jan 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 13 Jan 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 26 Dec 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 13 Dec 2019 — USE AMENDMENT FILED
- 26 Dec 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 13 Dec 2019 — TEAS STATEMENT OF USE RECEIVED
- 06 Aug 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 11 Jun 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 11 Jun 2019 — PUBLISHED FOR OPPOSITION
- 22 May 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 01 May 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 25 Apr 2019 — ASSIGNED TO EXAMINER