FE Trademark of EDELMAN FINANCIAL ENGINES, LLC - Registration Number 5451213 - Serial Number 87495971

FE - Trademark Details

Status: 700 - Registered

Serial Number

87495971

Registration Number

5451213

Word Mark

Status

700 - Registered

Status Date

2018-04-24

Filing Date

2017-06-19

Registration Number

5451213

Registration Date

2018-04-24

Mark Drawing

3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset

Design Searches

260112, 270301 - Circles with bars, bands and lines. Geometric figures forming letters or numerals, including punctuation.

Published for Opposition Date

2018-02-06

Attorney Name

Andrew G. Colombo

Law Office Assigned Location Code

L70

Employee Name

DUBIN, DAVID ISAAC

Statements

Indication of Colors claimed

Color is not claimed as a feature of the mark.

Description of Mark

The mark consists of a circle design that contains two inwardly-slanted lines featured on the left and three inwardly-slated lines featured on the right. The outer circle design and lines featured within the circle combine to form the stylized letters "FE".

Goods and Services

printed materials, namely, newsletters, periodic reports, books, and customized investor reports regarding financial planning and education, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments

Goods and Services

financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management 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 field of finance and financial investments; financial services, namely, financial and retirement planning and guidance, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial services offered via a global computer network, namely, financial planning, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation

Goods and Services

Entertainment services in the nature of an ongoing radio program in the field of mutual funds and financial advice broadcast over radio and the Internet

Goods and Services

interactive computer on-line services offered via a global computer network in the nature of an interactive website featuring technology that allows users to schedule a call with a financial advisor, upload and download documents, and manage investments in the fields of financial and retirement planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments

Pseudo Mark

FINANCIAL ENGINES

Classification Information

International Class

016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks. - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks.

US Class Codes

002, 005, 022, 023, 029, 037, 038, 050

Class Status Code

6 - Active

Class Status Date

2017-06-24

Primary Code

016

First Use Anywhere Date

2016-08-00

First Use In Commerce Date

2016-08-00

International Class

036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.

US Class Codes

100, 101, 102

Class Status Code

6 - Active

Class Status Date

2017-06-24

Primary Code

036

First Use Anywhere Date

2016-08-00

First Use In Commerce Date

2016-08-00

International Class

041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.

US Class Codes

100, 101, 107

Class Status Code

6 - Active

Class Status Date

2017-06-24

Primary Code

041

First Use Anywhere Date

2017-06-15

First Use In Commerce Date

2017-06-15

International Class

042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.

US Class Codes

100, 101

Class Status Code

6 - Active

Class Status Date

2017-06-24

Primary Code

042

First Use Anywhere Date

2016-08-00

First Use In Commerce Date

2016-08-00

Current Trademark Owners

Party Name

EDELMAN FINANCIAL ENGINES, LLC

Party Type

31 - 1st New Owner Entered After Registration

Legal Entity Type

16 - Limited Liability Company

Address

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Trademark Owner History

Party Name

EDELMAN FINANCIAL ENGINES, LLC

Party Type

31 - 1st New Owner Entered After Registration

Legal Entity Type

16 - Limited Liability Company

Address

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Party Name

Financial Engines, Inc.

Party Type

30 - Original Registrant

Legal Entity Type

03 - Corporation

Address

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Party Name

Financial Engines, Inc.

Party Type

20 - Owner at Publication

Legal Entity Type

03 - Corporation

Address

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Party Name

Financial Engines, Inc.

Party Type

10 - Original Applicant

Legal Entity Type

03 - Corporation

Address

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Correspondences

Name

ANDREW G. COLOMBO

Address

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Trademark Events

Event Date	Event Description
2017-06-22	NEW APPLICATION ENTERED IN TRAM
2017-06-24	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-06-27	NOTICE OF DESIGN SEARCH CODE E-MAILED
2017-09-18	ASSIGNED TO EXAMINER
2017-09-18	NON-FINAL ACTION WRITTEN
2017-09-18	NON-FINAL ACTION E-MAILED
2017-09-18	NOTIFICATION OF NON-FINAL ACTION E-MAILED
2017-12-06	TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-12-15	ASSIGNED TO LIE
2017-12-19	CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-12-19	TEAS/EMAIL CORRESPONDENCE ENTERED
2018-01-01	APPROVED FOR PUB - PRINCIPAL REGISTER
2018-01-17	NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-02-06	PUBLISHED FOR OPPOSITION
2018-02-06	OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-04-24	REGISTERED-PRINCIPAL REGISTER
2018-07-25	ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2018-08-01	ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2018-12-05	AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP