ENVESTNET | YODLEE AI FINCHECK - Trademark Details
Status: 700 - Registered
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
Attorney Name
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
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Martin R. Greenstein
Address
Please log in with your Justia account to see this address.
Prior Registrations
Relationship Type | Reel Number |
Prior Registration | 4176202 |
Prior Registration | 4329197 |
Prior Registration | 4623137 |
Trademark Events
Event Date | Event Description |
2018-10-25 | NEW APPLICATION ENTERED IN TRAM |
2018-11-02 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2019-01-30 | ASSIGNED TO EXAMINER |
2019-02-06 | REMOVED FROM TEAS PLUS |
2019-02-06 | NON-FINAL ACTION WRITTEN |
2019-02-06 | NON-FINAL ACTION E-MAILED |
2019-02-06 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2019-08-06 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2019-08-06 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2019-08-07 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2019-08-31 | NON-FINAL ACTION WRITTEN |
2019-08-31 | NON-FINAL ACTION E-MAILED |
2019-08-31 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2019-09-23 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2019-09-23 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2019-09-24 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2019-09-25 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2019-09-25 | ASSIGNED TO LIE |
2019-09-27 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
2019-10-02 | ELECTRONIC RECORD REVIEW COMPLETE |
2019-10-16 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2019-11-05 | PUBLISHED FOR OPPOSITION |
2019-11-05 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2019-12-31 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
2020-06-16 | TEAS EXTENSION RECEIVED |
2020-06-16 | EXTENSION 1 FILED |
2020-06-16 | EXTENSION 1 GRANTED |
2020-06-18 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
2020-12-23 | TEAS STATEMENT OF USE RECEIVED |
2021-01-13 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
2020-12-23 | USE AMENDMENT FILED |
2021-01-19 | STATEMENT OF USE PROCESSING COMPLETE |
2021-02-10 | SU - NON-FINAL ACTION - WRITTEN |
2021-02-10 | NON-FINAL ACTION E-MAILED |
2021-02-10 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2021-04-28 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2021-04-28 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2021-04-29 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2021-06-08 | SU - NON-FINAL ACTION - WRITTEN |
2021-06-08 | NON-FINAL ACTION E-MAILED |
2021-06-08 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2021-09-30 | SU-EXAMINER'S AMENDMENT WRITTEN |
2021-09-30 | EXAMINERS AMENDMENT E-MAILED |
2021-09-30 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2021-09-30 | EXAMINER'S AMENDMENT ENTERED |
2021-11-01 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2021-11-02 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
2021-12-07 | REGISTERED-PRINCIPAL REGISTER |
2021-12-07 | TEAS SECTION 7 REQUEST RECEIVED |