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Official data from USPTO

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Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

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ST13

US500000088355499

Class

9, 16, 36, 42

Filing

88355499

Registration

6176007

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

21

Latest update

07/08/2026

Trademark type

Word

Nice classes

9, 16, 36, 42

Filing date

03/25/2019

Registration date

10/13/2020

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/13/2020

Last transaction

07/08/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

08/04/2020

First use in commerce

08/04/2020

Drawing code

4

Owner type

16

Owner location

Sunnyvale, CA, US

Examiner

MIRANDA, JOHN

Law office

N20

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Edelman Financial Engines, LLC

Representatives

Andrew G. Colombo HOVEY WILLIAMS LLP

Technical classification

Nice Classes

Class 9Class 16Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

Downloadable electronic newsletters in the fields of financeinvestmentmoney management

Class 16

Printed materialsnewslettersbrochurescustomized investor reports in the fields of financial planning and educationfinanceinvestmentmoney managementinvestment analysisportfolio allocationrecommendations for selecting specific financial instruments

Class 36

Financial consultancy services in the nature of financial adviceanalysiseducationguidance; Investment advisory services; Investment managementplanningadvice services; Providing information via a global computer network in the fields of financemoney managementfinancial planningfinancial investments; Financial servicesfinancial planningfinancial planning for retirementfinancial investment analysisfinancial portfolio analysis services

Class 42

Providing an interactive website featuring technology that allows users to schedule a call with a financial advisormanage investmentsupload and download documents in the fields of financial and retirement planninginvestment analysisportfolio allocation

Publications

History of USPTO decisions and trademark events.

21 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/08/2026

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

10/13/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

10/13/2020

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

09/08/2020

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

09/05/2020

SUPC

STATEMENT OF USE PROCESSING COMPLETE

08/19/2020

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

08/19/2020

IUAF

USE AMENDMENT FILED

08/06/2020

EISU

TEAS STATEMENT OF USE RECEIVED

08/06/2020

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

01/30/2020

EX1G

SOU EXTENSION 1 GRANTED

01/28/2020

EXT1

SOU EXTENSION 1 FILED

01/28/2020

EEXT

SOU TEAS EXTENSION RECEIVED

01/28/2020

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

08/06/2019

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

06/11/2019

PUBO

PUBLISHED FOR OPPOSITION

06/11/2019

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

05/22/2019

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

05/01/2019

DOCK

ASSIGNED TO EXAMINER

04/25/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/11/2019

NWAP

NEW APPLICATION ENTERED

03/28/2019

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