NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
03/03/2026
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Official data from USPTO
AE ADVISORENGINE
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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
18
Latest update
03/03/2026
Trademark type
Combined
Nice classes
41, 42
Filing date
06/25/2025
Registration date
03/03/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/03/2026
Last transaction
03/03/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
2018-10-00
First use in commerce
2018-10-00
Drawing code
5
Owner type
03
Owner location
Raleigh, NC, US
Examiner
DIXON, JENNIFER HAZARD
Law office
M10
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of a diagonal line and three horizontal lines creating the stylized letters "AE" appearing to the left of the words "ADVISORENGINE".
Holders and representatives
Holders
AdvisorEngine Inc.
Representatives
Jordan Arnot Leahey CM LAW PLLC
Technical classification
Nice Classes
Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 41
Arranging and conducting of business conferences in the field of financial technology
Class 42
Providing temporary use of on-line non-downloadable software for financial managementinvestment trackingportfolio analysisportfolio managementinvestment reportinginvestment performance measurementcompliance record keepingaccount reconciliation; Providing temporary use of on-line non-downloadable software for providing business data analyticsbusiness analyticsbusiness intelligence and for collecting and analyzing business data; Platform as a service (PAAS) featuring computer software platforms for retrievingtrackinganalyzingtestingmeasuring and managing datacustomer data and customer interactionsall in the fields of businessmarketingadvertisingbrand developmentsalescustomer servicecloud computingcustomer informationcustomer relationship management; Providing temporary use of on-line non-downloadable software for financial planning professionals that provides marketing support and client management tools for financial planning professionals
Publications
History of USPTO decisions and trademark events.
18 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
03/03/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/13/2026
PUBO
PUBLISHED FOR OPPOSITION
01/13/2026
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/07/2026
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/16/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/28/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/28/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/28/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/24/2025
GNRT
NON-FINAL ACTION E-MAILED
11/24/2025
CNRT
NON-FINAL ACTION WRITTEN
11/24/2025
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
11/24/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/24/2025
DOCK
ASSIGNED TO EXAMINER
11/13/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/02/2025
MAFR
APPLICATION FILING RECEIPT MAILED
06/25/2025
NWAP
NEW APPLICATION ENTERED
06/25/2025
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