REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/27/2025
Back to search
Official data from USPTO
ENVESTNET MONEYGUIDE
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
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
19
Latest update
10/28/2025
Trademark type
Combined
Nice classes
36, 42
Filing date
04/15/2020
Registration date
10/27/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/27/2020
Last transaction
10/28/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
03/09/2020
First use in commerce
03/09/2020
Drawing code
3
Owner type
03
Owner location
Chicago, IL
Examiner
SWIFT,GILBERT M
Law office
L90
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of three overlapping arrows to the left of the words "ENVESTNET" and "MONEYGUIDE".
Holders and representatives
Holders
Envestnet, Inc.
Representatives
MELISSA S. DILLENBECK FAEGRE DRINKER BIDDLE & REATH LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment management and consulting services delivered electronically via the internetfinancial advice and investment management support to independent advisors
Class 42
Computer servicescreating an online virtual environment for the creationdevelopmentof computer software in the field of financial management; developing computer network software for the purpose of facilitating financial planning goals; customer technical support servicescustom integration support of computer software into multiple systems and networks provided in connection with financial investment planning and other financial services; technological consultation in the field of computer systemsnetworks and software all of which are provided in connection with financialinvestment and personal records and information aggregation services; customer technical support servicesconsulting and customization services for custom integration and customization of computer applications provided in connection with financial planning and financialinvestment and personal records and information aggregation services
Publications
History of USPTO decisions and trademark events.
19 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/04/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
10/27/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/11/2020
PUBO
PUBLISHED FOR OPPOSITION
08/11/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/22/2020
ALIE
ASSIGNED TO LIE
07/07/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/01/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
07/01/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/01/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
07/01/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/01/2020
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
06/30/2020
GPRA
PRIORITY ACTION E-MAILED
06/30/2020
CPRA
PRIORITY ACTION WRITTEN
06/30/2020
DOCK
ASSIGNED TO EXAMINER
06/25/2020
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
04/24/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/23/2020
NWAP
NEW APPLICATION ENTERED
04/18/2020
Continuous trademark protection
Get notified about every new filing that threatens ENVESTNET MONEYGUIDE or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.