EF FINANCIAL ENGINES - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 88357675
Serial Number
88357675
Registration Number
6030687
Word Mark
EF FINANCIAL ENGINES
Status
700 - Registered
Status Date
2020-04-07
Filing Date
2019-03-26
Registration Number
6030687
Registration Date
2020-04-07
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
261321, 261328, 270301 - Quadrilaterals that are completely or partially shaded. Miscellaneous designs with overall quadrilateral shape. Geometric figures forming letters or numerals, including punctuation.
Published for Opposition Date
2019-06-18
Attorney Name
Andrew G. Colombo
Law Office Assigned Location Code
N20
Employee Name
MIRANDA, JOHN SALVADOR
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"FINANCIAL"
Description of Mark
The mark consists of the word "FINANCIAL" stacked above the word "ENGINES", with the wording spaced to the right of a design consisting of truncated lines representing the letters "E" and "F".
Goods and Services
Downloadable electronic newsletters in the fields of business, finance, investment, and money management
Goods and Services
Printed materials, namely, newsletters and brochures in the fields of financial planning and education, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments
Goods and Services
Bobblehead dolls
Goods and Services
Business succession planning for financial advisors; Providing information via a global computer network in the field of business
Goods and 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 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 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, and annuities; 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
Goods and Services
Entertainment services in the nature of an ongoing program in the fields of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; Educational services, namely, conducting online classes, seminars, conferences, and workshops in the fields of business, finance, investment, money management, and financial planning; On-line journals, namely, blogs in the fields of personal finance and financial planning; Online electronic newsletters delivered by email in the field of personal finance and financial planning; Providing online non-downloadable newsletters in the fields of business, finance, investment, and money management
Goods and Services
Providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation
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
2019-04-12
Primary Code
016
First Use Anywhere Date
2020-01-01
First Use In Commerce Date
2020-01-01
Current Trademark Owners
Party Name
Edelman Financial Engines, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Edelman Financial Engines, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Edelman Financial Engines, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Edelman Financial Engines, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
ANDREW G. COLOMBO
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2019-03-29NEW APPLICATION ENTERED IN TRAM
2019-04-12NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-04-13NOTICE OF DESIGN SEARCH CODE E-MAILED
2019-04-25ASSIGNED TO EXAMINER
2019-05-01APPROVED FOR PUB - PRINCIPAL REGISTER
2019-05-01PREVIOUS ALLOWANCE COUNT WITHDRAWN
2019-05-01APPROVED FOR PUB - PRINCIPAL REGISTER
2019-05-16ASSIGNED TO LIE
2019-05-16LAW OFFICE PUBLICATION REVIEW COMPLETED
2019-05-29NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2019-06-18PUBLISHED FOR OPPOSITION
2019-06-18OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2019-08-13NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2020-01-28TEAS STATEMENT OF USE RECEIVED
2020-02-12CASE ASSIGNED TO INTENT TO USE PARALEGAL
2020-01-28USE AMENDMENT FILED
2020-02-12STATEMENT OF USE PROCESSING COMPLETE
2020-03-02ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2020-03-03NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2020-04-07REGISTERED-PRINCIPAL REGISTER