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Official data from USPTO

FINANCIAL ENGINES

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

FINANCIAL ENGINES

ST13

US500000075977267

Class

16, 42

Filing

75977267

Registration

2177630

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

34

Latest update

07/08/2026

Trademark type

Word

Nice classes

16, 42

Filing date

05/28/1996

Registration date

07/28/1998

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/01/2018

Last transaction

07/08/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

12/03/1997

First use in commerce

12/03/1997

Drawing code

1

Owner type

16

Owner location

SUNNYVALE, CA, US

Examiner

TINGLEY, JOHN

Law office

L20

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

EDELMAN FINANCIAL ENGINES, LLC
FINANCIAL ENGINES, INC.
FINANCIAL ENGINES, INC.
FINANCIAL ENGINES, INC.
Grundfest, Joseph A.

Representatives

Andrew G. Colombo Hovey Williams LLP

Technical classification

Nice Classes

Class 16Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 16

printed materials regarding financial planninginvestment analysisportfolio allocation and recommendations for selecting specific financial instrumentsnewslettersmagazinesperiodic reportsbookscustomized investor reports

Class 42

interactive computer on-line services offered via a global computer network in the fields of financial planninginvestment analysisportfolio allocation and recommendations for selecting specific financial instruments

Publications

History of USPTO decisions and trademark events.

34 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/08/2026

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

12/05/2018

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

08/01/2018

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/25/2018

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

06/02/2018

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

06/01/2018

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

06/01/2018

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/01/2018

E89R

TEAS SECTION 8 & 9 RECEIVED

05/23/2018

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

09/05/2017

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

09/05/2017

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

07/28/2017

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/19/2017

CFIT

CASE FILE IN TICRS

04/28/2011

CFIT

CASE FILE IN TICRS

04/05/2011

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

09/29/2010

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

07/30/2008

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

07/30/2008

PLGL

ASSIGNED TO PARALEGAL

07/28/2008

E89R

TEAS SECTION 8 & 9 RECEIVED

07/14/2008

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

08/27/2004

815F

REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED

07/16/2004

R.PR

REGISTERED-PRINCIPAL REGISTER

07/28/1998

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

05/11/1998

SUPC

STATEMENT OF USE PROCESSING COMPLETE

04/08/1998

DPCC

DIVISIONAL PROCESSING COMPLETE

04/08/1998

IUAF

USE AMENDMENT FILED

02/26/1998

NOAM

NOA MAILED - SOU REQUIRED FROM APPLICANT

01/06/1998

PUBO

PUBLISHED FOR OPPOSITION

10/14/1997

NPUB

NOTICE OF PUBLICATION

09/12/1997

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/07/1997

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/24/1997

CNRT

NON-FINAL ACTION MAILED

01/27/1997

DOCK

ASSIGNED TO EXAMINER

12/11/1996

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