ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/08/2026
Back to search
Official data from USPTO
EDELMAN FINANCIAL ENGINES
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: WordOffice: US
Quick snapshot
EDELMAN FINANCIAL ENGINES
ST13
US500000088201560Class
9, 16, 36, 41, 42
Filing
88201560
Registration
5968703
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
07/08/2026
Classification
Registered
Trademark type
Word
Nice classes
9, 16, 36, 41, 42
Filing date
11/20/2018
Registration date
01/21/2020
Expiration date
-
Recommended action
Perform a full collision analysis and validate classes before any filing or trademark investment.
Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/20/2026
Last transaction
07/08/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
10/16/2019
First use in commerce
10/16/2019
Drawing code
4
Owner type
16
Owner location
Sunnyvale, CA, US
Examiner
FOX III, LYAL L
Current location
Historical data usage
Holders and representatives
Holders
Edelman Financial Engines, LLC
Representatives
Andrew G. Colombo HOVEY WILLIAMS LLP
Technical classification
Nice Classes
Class 9Class 16Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable electronic newsletters in the fields of businessfinanceinvestmentmoney management
Class 16
Printed materialsnewslettersperiodic reportsbrochurescustomized investor reports in the fields of financial planning and educationbusinessfinanceinvestmentmoney managementinvestment analysisportfolio allocationrecommendations for selecting specific financial instruments; Notepads; Pens
Class 36
Financial consultancy services in the nature of financial adviceanalysiseducationguidance; Investment advisory services; Investment managementplanningadvice services; Financial analysis and research services; Investment management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; 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 servicesfinancial researchfinancial consultations featuring recommendations for selecting specific financial instruments; Financial services offered via a global computer networkfinancial planningfinancial investment analysisfinancial portfolio analysis servicesfinancial researchfinancial consultations featuring recommendations for selecting specific financial instruments; Financial planning services; Financial investment for others in the fields of securitiesmutual funds; Financial retirement trust management services; Financial asset administration; Financial asset managementasset acquisitionasset utilizationasset allocation services for others; Fiduciary representative services
Class 41
Entertainment services in the nature of an ongoing program in the fields of mutual fundspersonal financefinancial planning and advicebroadcast over radiotelevisionthe Internet; Educational servicesconducting online classesseminarsconferencesworkshops in the fields of businessfinanceinvestmentmoney managementfinancial planning; Online electronic newsletters delivered by email in the field of personal finance and financial planning; Providing online non-downloadable newsletters in the fields of businessfinanceinvestmentmoney management
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.
33 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/20/2026
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/20/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/12/2026
E815
TEAS SECTION 8 & 15 RECEIVED
02/18/2026
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/21/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
01/21/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
12/19/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/18/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/16/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/16/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/12/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/10/2019
GNRT
NON-FINAL ACTION E-MAILED
12/10/2019
CNRT
SU - NON-FINAL ACTION - WRITTEN
12/10/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
12/10/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
12/10/2019
IUAF
USE AMENDMENT FILED
12/03/2019
EISU
TEAS STATEMENT OF USE RECEIVED
12/03/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/25/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/30/2019
PUBO
PUBLISHED FOR OPPOSITION
04/30/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/10/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/22/2019
ALIE
ASSIGNED TO LIE
03/22/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/27/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
02/26/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/26/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
02/26/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/26/2019
DOCK
ASSIGNED TO EXAMINER
02/22/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/10/2018
NWAP
NEW APPLICATION ENTERED
11/23/2018
Continuous trademark protection
Get notified about every new filing that threatens EDELMAN FINANCIAL ENGINES or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.