REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/24/2025
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Official data from USPTO
ENVESTNET YODLEE FINCHECK
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ENVESTNET YODLEE FINCHECK
ST13
US500000087619701Class
36
Filing
87619701
Registration
6206042
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
40
Latest update
11/25/2025
Trademark type
Word
Nice classes
36
Filing date
09/22/2017
Registration date
11/24/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/24/2020
Last transaction
11/25/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/13/2017
First use in commerce
09/13/2017
Drawing code
4
Owner type
03
Owner location
CHICAGO, IL
Examiner
EBAUGH, MICHAEL
Law office
L80
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
ENVESTNET, INC.
Yodlee, Inc.
Representatives
Martin R. Greenstein TECHMARK A LAW CORPORATION
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
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 othersproviding an online financial records aggregation service to aggregate and summarize personal and corporate bankingfinancialinvestment and general financial information; Providing financial assessment services to otherscollecting and analyzing financial affairs records and summaries in the nature of bank accountsinvestments accountsbill paymentsmortgagesretirement accountsretirement programscredit card accountsinsurance policies and loans all over electronic communications networks; Providing financial information services to others; providing financial information services to othersproviding an online financial records aggregation service to aggregate and summarize personal and corporate bankingfinancialinvestment and general financial information; Providing financial information services to otherscollecting and analyzing financial affairs records and summaries in the nature of bank accountsinvestments accountsbill paymentsmortgagesretirement accountsretirement programscredit card accountsinsurance policies and loans all over electronic communications networks; Providing financial information services to othersproviding financial information in the form of records and summaries in the fields of financial affairsbank accountsinvestments accountsbill paymentmortgagesretirement accountsretirement programscredit card accountsinsurance and loans by means of electronic communications networks; Providing financial information services to othersproviding online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Providing financial information
Publications
History of USPTO decisions and trademark events.
40 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/04/2024
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/22/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
11/24/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/20/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/19/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
10/14/2020
IUAF
USE AMENDMENT FILED
10/12/2020
EISU
TEAS STATEMENT OF USE RECEIVED
10/12/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
06/19/2020
EX4G
SOU EXTENSION 4 GRANTED
06/18/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/17/2020
EEXT
SOU TEAS EXTENSION RECEIVED
06/01/2020
EXT4
SOU EXTENSION 4 FILED
04/17/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
10/12/2019
EX3G
SOU EXTENSION 3 GRANTED
10/10/2019
EXT3
SOU EXTENSION 3 FILED
10/10/2019
EEXT
SOU TEAS EXTENSION RECEIVED
10/10/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
04/13/2019
EX2G
SOU EXTENSION 2 GRANTED
04/11/2019
EXT2
SOU EXTENSION 2 FILED
04/11/2019
EEXT
SOU TEAS EXTENSION RECEIVED
04/11/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
10/19/2018
EX1G
SOU EXTENSION 1 GRANTED
10/17/2018
EXT1
SOU EXTENSION 1 FILED
10/17/2018
EEXT
SOU TEAS EXTENSION RECEIVED
10/17/2018
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/17/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/20/2018
PUBO
PUBLISHED FOR OPPOSITION
02/20/2018
DOCK
ASSIGNED TO EXAMINER
02/20/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/31/2018
ALIE
ASSIGNED TO LIE
01/12/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/28/2017
XAEC
EXAMINER'S AMENDMENT ENTERED
12/28/2017
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
12/28/2017
GNEA
EXAMINERS AMENDMENT E-MAILED
12/28/2017
CNEA
EXAMINERS AMENDMENT -WRITTEN
12/28/2017
DOCK
ASSIGNED TO EXAMINER
12/28/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/28/2017
NWAP
NEW APPLICATION ENTERED
09/26/2017
Continuous trademark protection
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