ENVESTNET | YODLEE AI FINCHECK - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 88163834
Serial Number
88163834
Registration Number
6583883
Word Mark
ENVESTNET | YODLEE AI FINCHECK
Status
700 - Registered
Status Date
2021-12-07
Filing Date
2018-10-22
Registration Number
6583883
Registration Date
2021-12-07
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2019-11-05
Law Office Assigned Location Code
L70
Employee Name
KAPLAN, VALERIE ELIZAB
Statements
Disclaimer with Predetermined Text
"AI"
Goods and Services
Computer software for aggregation of banking, financial, investment and personal records and information; computer software for accessing online and electronic data and for converting and transferring that data to and for use in connection with computer software programs, personal and business electronic devices, mobile and smart phones, tablets and other computer software applications; computer software for aggregating, processing and analyzing data for the purpose of providing customized recommendations in the field of finance; computer software for financial management and financial and e-commerce transactions
Goods and Services
Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial assessment services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial information services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others, namely, providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments
Classification Information
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
2019-02-06
Primary Code
036
First Use Anywhere Date
2017-09-13
First Use In Commerce Date
2017-09-13
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Address
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Party Name
Party Type
20 - Owner at Publication
Address
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Party Name
Party Type
10 - Original Applicant
Address
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Correspondences
Name
Martin R. Greenstein
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration4176202
Prior Registration4329197
Prior Registration4623137
Trademark Events
Event DateEvent Description
2018-10-25NEW APPLICATION ENTERED IN TRAM
2018-11-02NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-01-30ASSIGNED TO EXAMINER
2019-02-06REMOVED FROM TEAS PLUS
2019-02-06NON-FINAL ACTION WRITTEN
2019-02-06NON-FINAL ACTION E-MAILED
2019-02-06NOTIFICATION OF NON-FINAL ACTION E-MAILED
2019-08-06TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-08-06CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-08-07TEAS/EMAIL CORRESPONDENCE ENTERED
2019-08-31NON-FINAL ACTION WRITTEN
2019-08-31NON-FINAL ACTION E-MAILED
2019-08-31NOTIFICATION OF NON-FINAL ACTION E-MAILED
2019-09-23TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-09-23CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-09-24TEAS/EMAIL CORRESPONDENCE ENTERED
2019-09-25APPROVED FOR PUB - PRINCIPAL REGISTER
2019-09-25ASSIGNED TO LIE
2019-09-27ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
2019-10-02ELECTRONIC RECORD REVIEW COMPLETE
2019-10-16NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2019-11-05PUBLISHED FOR OPPOSITION
2019-11-05OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2019-12-31NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2020-06-16TEAS EXTENSION RECEIVED
2020-06-16EXTENSION 1 FILED
2020-06-16EXTENSION 1 GRANTED
2020-06-18NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2020-12-23TEAS STATEMENT OF USE RECEIVED
2021-01-13CASE ASSIGNED TO INTENT TO USE PARALEGAL
2020-12-23USE AMENDMENT FILED
2021-01-19STATEMENT OF USE PROCESSING COMPLETE
2021-02-10SU - NON-FINAL ACTION - WRITTEN
2021-02-10NON-FINAL ACTION E-MAILED
2021-02-10NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-04-28TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-04-28CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-04-29TEAS/EMAIL CORRESPONDENCE ENTERED
2021-06-08SU - NON-FINAL ACTION - WRITTEN
2021-06-08NON-FINAL ACTION E-MAILED
2021-06-08NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-09-30SU-EXAMINER'S AMENDMENT WRITTEN
2021-09-30EXAMINERS AMENDMENT E-MAILED
2021-09-30NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2021-09-30EXAMINER'S AMENDMENT ENTERED
2021-11-01ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2021-11-02NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2021-12-07REGISTERED-PRINCIPAL REGISTER
2021-12-07TEAS SECTION 7 REQUEST RECEIVED