REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/22/2025
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Official data from USPTO
AE
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
38
Latest update
09/23/2025
Trademark type
Combined
Nice classes
42
Filing date
02/11/2020
Registration date
09/22/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/22/2020
Last transaction
09/23/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/30/2016
First use in commerce
11/30/2016
Drawing code
3
Owner type
03
Owner location
Raleigh, NC
Examiner
REID, CAILE
Law office
N50
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a blue diagonal line and three green horizontal lines, forming the stylized letters "AE" in blue and green.
Holders and representatives
Holders
AdvisorEngine Inc.
AdvisorEngine Inc.
Representatives
Jordan Arnot Leahey Culhane Meadows PLLC
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Providing temporary use of on-line non-downloadable software in the fields of financial managementinvestment trackingportfolio analysisportfolio managementinvestment reportinginvestment performance measurementcompliance record keepingaccount 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
Publications
History of USPTO decisions and trademark events.
38 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/12/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/12/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/12/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/24/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/24/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/24/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/24/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/24/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/14/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/14/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/14/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/14/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/14/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
09/22/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
09/17/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/17/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/17/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/17/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
09/17/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/07/2020
PUBO
PUBLISHED FOR OPPOSITION
07/07/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/17/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/02/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
06/02/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
06/02/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
06/02/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
06/02/2020
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
06/02/2020
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
05/19/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/04/2020
DOCK
ASSIGNED TO EXAMINER
04/28/2020
AMPX
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
03/11/2020
ALIE
ASSIGNED TO LIE
02/29/2020
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
02/25/2020
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
02/18/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/15/2020
NWAP
NEW APPLICATION ENTERED
02/14/2020
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