ACCELERATING FINANCIAL CONFIDENCE. MOMENT BY MOMENT.

What this means for you

This application is over — abandoned 10 Oct 2025. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

97485447

Mark type

Stylized text

Filed

01 Jul 2022

Published for opposition

10 Jan 2023

Abandoned

10 Oct 2025

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; downloadable podcasts in the fields of mutual funds, personal finance, and financial planning and advice; downloadable software in the nature of a mobile application for providing investment account and portfolio information and statements, retirement goal information, investment activity and plan updates and information, and contact to a financial advisor
• 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
• 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 advisory services featuring the management of an account holder's 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; funds investment, namely, high-yield cash and liquid asset 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, Santa Clara, CA, US
• Edelman Financial Engines, LLC, Santa Clara, CA, US

Prosecution history

• 10 Oct 2025 — ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
• 10 Oct 2025 — ABANDONMENT - NO USE STATEMENT FILED
• 09 Sept 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
• 09 Sept 2024 — SOU EXTENSION 3 GRANTED
• 09 Sept 2024 — SOU EXTENSION 3 FILED
• 09 Sept 2024 — SOU TEAS EXTENSION RECEIVED
• 08 Mar 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
• 07 Mar 2024 — SOU EXTENSION 2 GRANTED
• 07 Mar 2024 — SOU EXTENSION 2 FILED
• 07 Mar 2024 — SOU TEAS EXTENSION RECEIVED
• 09 Sept 2023 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
• 07 Sept 2023 — SOU EXTENSION 1 GRANTED
• 07 Sept 2023 — SOU EXTENSION 1 FILED
• 07 Sept 2023 — SOU TEAS EXTENSION RECEIVED
• 07 Mar 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT