AE ADVISORENGINE
Live / Registered — Registered (as of 03 Mar 2026)
What this means for you
Registered since 03 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99252586
- Registration number
- 8157313
- Mark type
- Word mark
- Filed
- 25 Jun 2025
- Published for opposition
- 13 Jan 2026
- Registered
- 03 Mar 2026
- Attorney of record
- Jordan Arnot Leahey
Goods and services
- Class 041 — Education and entertainment services: Arranging and conducting of business conferences in the field of financial technology
- Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions, all in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for financial planning professionals that provides marketing support and client management tools for financial planning professionals
Owner
- AdvisorEngine Inc., Raleigh, NC, US
- AdvisorEngine Inc., Raleigh, NC, US
- AdvisorEngine Inc., Raleigh, NC, US
Prior registrations
Prosecution history
- 03 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 03 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
- 13 Jan 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 Jan 2026 — PUBLISHED FOR OPPOSITION
- 07 Jan 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 16 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 28 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 28 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 28 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 24 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Nov 2025 — NON-FINAL ACTION E-MAILED
- 24 Nov 2025 — NON-FINAL ACTION WRITTEN
- 24 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Nov 2025 — NON-FINAL ACTION E-MAILED
- 24 Nov 2025 — NON-FINAL ACTION WRITTEN