AE ADVISORENGINE

AdvisorEngine Inc.

Application Filed: 2020-02-10
Trademark Application Details
Trademark Logo AE ADVISORENGINE

The mark consists of a blue diagonal line and three green horizontal lines appearing to the left of the words ADVISORENGINE which is in black lettering.

Mark For: AE ADVISORENGINE® trademark registration is intended to cover the categories of providing temporary use of on-line non-downloadable software for in the fields of 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 to financial planning professionals that provides marketing support and client management tools for financial planning professionals. [all]

>The color(s) blue, green, and black is/are claimed as a feature of the mark. The mark consists of a blue diagonal line and three green horizontal lines appearing to the left of the words "ADVISORENGINE" which is in black lettering.

Status

2020-02-13 UTC
LIVE APPLICATION Awaiting Examination
The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.


Research OneLook Acronym Finder
Serial Number88792133
Registration Number6140922
Mark Literal ElementsADVISORENGINE
Mark Drawing Type-
Mark TypeSERVICE MARK
Standard Character ClaimNo
RegisterPRINCIPAL
Current LocationNEW APPLICATION PROCESSING 2020-02-13
Basis1(a)
Class StatusACTIVE
Primary US Classes
  • 100: Miscellaneous
  • 101: Advertising and Business
Primary International Class
  • 042 - Primary Class
  • (Computer, scientific & legal) 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.
Filed UseYes
Current UseYes
Intent To UseNo
Filed ITUNo
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameKelly Weiner
Attorney Docket Number0180-0223

Timeline

2016-11-30Date of First Use
2016-11-30Date of Use In Commerce
2020-02-10Application Filed
2020-02-13Location: NEW APPLICATION PROCESSING
2020-02-13Status: Live/Pending
2020-02-13Status: New application will be assigned to an examining attorney approximately 3 months after filing date.
2020-02-13Transaction Date
2020-09-01Trademark Registered

Trademark Parties (Applicants & Owners)

Party: AdvisorEngine Inc.
Address1616 E. Millbrook Road Raleigh, NORTH CAROLINA UNITED STATES 27609
Legal Entity TypeCorporation
Legal Entity StateDELAWARE
Party: AdvisorEngine, Inc.
Address60 Hudson Street, Suite 1810 New York, NEW YORK UNITED STATES 10013
Legal Entity TypeCorporation
Legal Entity StateDELAWARE

*multiple parties listed, check assignment documents for ownership information

Design Search Codes

26.17.05Bands, horizontal; Bars, horizontal; Horizontal line(s), band(s) or bar(s); Lines, horizontal
26.17.06Bands, diagonal; Bars, diagonal; Diagonal line(s), band(s) or bar(s); Lines, diagonal
27.03.01Geometric figures forming letters, numerals or punctuation
261701Bands, straight; Bars, straight; Lines, straight; Straight line(s), band(s) or bar(s)
261705Bands, horizontal; Bars, horizontal; Horizontal line(s), band(s) or bar(s); Lines, horizontal
261706Bands, diagonal; Bars, diagonal; Diagonal line(s), band(s) or bar(s); Lines, diagonal
270301Geometric figures forming letters, numerals or punctuation

Attorney of Record

KELLY WEINER
LAW OFFICE OF KELLY WEINER PLLC
175 VARICK STREET, STE 661
NEW YORK, NY 10014

Good, Services, and Codes


IC 042. US 100 101. G & S: Providing temporary use of on-line non-downloadable software for in the fields of 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 to financial planning professionals that provides marketing support and client management tools for financial planning professionals. FIRST USE: 20161130. FIRST USE IN COMMERCE: 20161130

International Codes:42
U.S. Codes:100,101
Type CodeType
CC0000The color(s) blue and green is/are claimed as a feature of the mark.
CC0000The color(s) blue, green, and black is/are claimed as a feature of the mark.

Trademark Filing History

DescriptionDateProceeding Number
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED2022-09-12
TEAS CHANGE OF CORRESPONDENCE RECEIVED2022-09-12
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED2022-09-12
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED2022-06-24
TEAS CHANGE OF OWNER ADDRESS RECEIVED2022-06-24
TEAS CHANGE OF CORRESPONDENCE RECEIVED2022-06-24
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED2022-06-24
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED2022-06-2488888
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED2021-04-14
TEAS CHANGE OF OWNER ADDRESS RECEIVED2021-04-14
TEAS CHANGE OF CORRESPONDENCE RECEIVED2021-04-14
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED2021-04-14
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED2021-04-1488888
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED2020-09-17
TEAS CHANGE OF OWNER ADDRESS RECEIVED2020-09-17
TEAS CHANGE OF CORRESPONDENCE RECEIVED2020-09-17
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED2020-09-17
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED2020-09-1788888
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED2020-09-16
TEAS CHANGE OF OWNER ADDRESS RECEIVED2020-09-16
TEAS CHANGE OF CORRESPONDENCE RECEIVED2020-09-16
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED2020-09-16
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED2020-09-1688888
REGISTERED-PRINCIPAL REGISTER2020-09-01
PUBLISHED FOR OPPOSITION2020-06-16
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED2020-06-16
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED2020-05-27
APPROVED FOR PUB - PRINCIPAL REGISTER2020-05-08
TEAS/EMAIL CORRESPONDENCE ENTERED2020-05-0788889
TEAS RESPONSE TO OFFICE ACTION RECEIVED2020-05-07
CORRESPONDENCE RECEIVED IN LAW OFFICE2020-05-0788889
NOTIFICATION OF NON-FINAL ACTION E-MAILED2020-05-046325
NON-FINAL ACTION WRITTEN2020-05-0493416
NON-FINAL ACTION E-MAILED2020-05-046325
ASSIGNED TO EXAMINER2020-04-2893416
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED2020-03-1174221
ASSIGNED TO LIE2020-02-2974221
TEAS VOLUNTARY AMENDMENT RECEIVED2020-02-25
NOTICE OF DESIGN SEARCH CODE E-MAILED2020-02-15
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2020-02-14
NEW APPLICATION ENTERED IN TRAM2020-02-13

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