ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/04/2024
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Official data from USPTO
ENVESTNET | YODLEE AI FINCHECK
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ENVESTNET | YODLEE AI FINCHECK
ST13
US500000088163834Class
36
Filing
88163834
Registration
6583883
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
60
Latest update
12/04/2024
Trademark type
Word
Nice classes
36
Filing date
10/22/2018
Registration date
12/07/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/07/2021
Last transaction
09/19/2022
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
KAPLAN, VALERIE
Law office
L70
Current location
TMEG LAW OFFICE 107
Holders and representatives
Holders
ENVESTNET, INC.
Yodlee, 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; 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
Publications
History of USPTO decisions and trademark events.
60 publications found
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/22/2024
NURC
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
10/25/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/19/2022
COC.
CORRECTION UNDER SECTION 7 - PROCESSED
09/19/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/06/2022
WDRL
OTQR WITHDRAWAL FROM PUBLICATION
09/06/2022
XXXX
POST REGISTRATION ACTION CORRECTION
07/07/2022
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
05/25/2022
PRAM
POST REGISTRATION ACTION MAILED - SEC. 7
04/29/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/27/2022
ES7R
TEAS SECTION 7 REQUEST RECEIVED
12/07/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
12/07/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
11/02/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
11/01/2021
XAEC
EXAMINER'S AMENDMENT ENTERED
09/30/2021
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/30/2021
GNEA
EXAMINERS AMENDMENT E-MAILED
09/30/2021
SNEA
SU-EXAMINER'S AMENDMENT WRITTEN
09/30/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/08/2021
GNRT
NON-FINAL ACTION E-MAILED
06/08/2021
CNRT
SU - NON-FINAL ACTION - WRITTEN
06/08/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/29/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/28/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/28/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/10/2021
GNRT
NON-FINAL ACTION E-MAILED
02/10/2021
CNRT
SU - NON-FINAL ACTION - WRITTEN
02/10/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
01/19/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
01/13/2021
IUAF
USE AMENDMENT FILED
12/23/2020
EISU
TEAS STATEMENT OF USE RECEIVED
12/23/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
06/18/2020
EX1G
SOU EXTENSION 1 GRANTED
06/16/2020
EXT1
SOU EXTENSION 1 FILED
06/16/2020
EEXT
SOU TEAS EXTENSION RECEIVED
06/16/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
12/31/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/05/2019
PUBO
PUBLISHED FOR OPPOSITION
11/05/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/16/2019
FIXD
ELECTRONIC RECORD REVIEW COMPLETE
10/02/2019
ERRR
ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
09/27/2019
ALIE
ASSIGNED TO LIE
09/25/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/25/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/24/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/23/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/23/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/31/2019
GNRT
NON-FINAL ACTION E-MAILED
08/31/2019
CNRT
NON-FINAL ACTION WRITTEN
08/31/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/07/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/06/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/06/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/06/2019
GNRT
NON-FINAL ACTION E-MAILED
02/06/2019
CNRT
NON-FINAL ACTION WRITTEN
02/06/2019
RFTP
REMOVED FROM TEAS PLUS
02/06/2019
DOCK
ASSIGNED TO EXAMINER
01/30/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/02/2018
NWAP
NEW APPLICATION ENTERED
10/25/2018
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