Application

PTO- 1478

Approved for use through 10/31/2024. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

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PTO- 1478

Approved for use through 10/31/2024. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 97910143

Filing Date: 04/27/2023

To the Commissioner for Trademarks:

MARK: PERSONAL. BEAUTIFUL. SCIENTIFIC. (Standard Characters, see mark)
The literal element of the mark consists of PERSONAL. BEAUTIFUL. SCIENTIFIC.. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, AdvisorEngine Inc., a corporation of Delaware, having an address of
      1616 E. Millbrook Road
      Raleigh, North Carolina 27609
      United States
      XXXX

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 042:  Providing temporary use of on-line non-downloadable software for 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; software as a service (SaaS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; providing temporary use of on-line non-downloadable cloud computing software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data

In International Class 042, the mark was first used by the applicant or the applicant's related company or licensee or predecessor in interest at least as early as 08/00/2017, and first used in commerce at least as early as 08/00/2017, and is now in use in such commerce. The applicant is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in the class of listed goods/services, consisting of a(n) screenshot from Applicant's website.

Original PDF file:
SPE0-7316822128-202304271 21955451596_._Specimen_Sc reenshot_captured_4-27-20 23.pdf
Converted PDF file(s) (1 page)
Specimen File1
Webpage URL: http://www.advisorengine.com/wealth-management-technology/platform
Webpage Date of Access: 04/27/2023



The owner's/holder's proposed attorney information: Jordan Arnot Leahey. Other appointed attorneys are Culhane Meadows PLLC. Jordan Arnot Leahey of Culhane Meadows PLLC, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      13101 Preston Road, Ste 110-1520
      Dallas, Texas 75240
      United States
      312-953-0412(phone)
      TMdocket@cm.law

Jordan Arnot Leahey submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.

The applicant's current Correspondence Information:

Jordan Arnot Leahey

PRIMARY EMAIL FOR CORRESPONDENCE: TMdocket@cm.law        SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): matt.gowdy@franklintempleton.com; jleahey@cm.law Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).

A fee payment in the amount of $350 has been submitted with the application, representing payment for 1 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce and was in use in commerce as of the filing date of the application on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application and was used on or in connection with the goods/services in the application as of the application filing date; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. And/Or If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce and had a bona fide intention to use the mark in commerce as of the application filing date on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /jordanarnotleahey/   Date: 04/27/2023
Signatory's Name: Jordan Arnot Leahey
Signatory's Position: Attorney of record, Colorado and Illinois Bar member
Signatory's Phone Number: 312-953-0412
Signature method: Signed directly within the form
Payment Sale Number: 97910143
Payment Accounting Date: 04/27/2023

Serial Number: 97910143
Internet Transmission Date: Thu Apr 27 12:26:09 ET 2023
TEAS Stamp: USPTO/BAS-XX.XXX.XXX.XX-2023042712261044
7856-97910143-8602d3871dae3ee84ed257a6e0
4ff7969b3db2aab2e4a09ddfd44b34434135e8-C
C-26099201-20230427121955451596