EDELMAN FINANCIAL ENGINES TAX OPTIMIZED PORTFOLIO STRATEGIES
Dead / Abandoned — Abandoned — no statement of use filed (as of 12 May 2025)
What this means for you
This application is over — abandoned 12 May 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
- 97850666
- Mark type
- Stylized text
- Filed
- 22 Mar 2023
- Published for opposition
- 13 Aug 2024
- Abandoned
- 12 May 2025
- Attorney of record
- Andrew G. Colombo
Goods and services
- 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
Owner
- Edelman Financial Engines, LLC, Santa Clara, CA, US
- Edelman Financial Engines, LLC, Santa Clara, CA, US
Prosecution history
- 12 May 2025 — ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
- 12 May 2025 — ABANDONMENT - NO USE STATEMENT FILED
- 08 Oct 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 13 Aug 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 Aug 2024 — PUBLISHED FOR OPPOSITION
- 24 Jul 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 09 Jul 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 25 Mar 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 25 Mar 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 25 Mar 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 24 Dec 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Dec 2023 — NON-FINAL ACTION E-MAILED
- 24 Dec 2023 — NON-FINAL ACTION WRITTEN
- 18 Dec 2023 — ASSIGNED TO EXAMINER
- 13 Apr 2023 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED