88163834 - ENVESTNET | YODLEE AI FINCHECK

Information

• Trademark
• 88163834

• Source

• Serial Number

  88163834

• Registration Number

  6583883

• International Classifications

  • 36 - Insurance

• Filing Date

  October 22, 2018
  6 years ago

• Registration Date

  December 07, 2021
  3 years ago

• Transaction Date

  December 05, 2024
  2 months ago

• Status Date

  December 07, 2021
  3 years ago

• Published for Opposition Date

  November 05, 2019
  5 years ago

• Location Date

  September 19, 2022
  2 years ago

• First Use Anywhere Date

  September 13, 2017
  7 years ago

• First Use In Commerce Date

  September 13, 2017
  7 years ago

• Status Code

  700

• Current Location

  TMEG LAW OFFICE 107

  Employee Name

  KAPLAN, VALERIE

• Attorney Docket Number

  EYAIFIN

  Attorney Name

  Martin R. Greenstein

  Law Office Assigned Location Code

  L70

• Owners

  • Yodlee Inc.

Case File Statements

• B00001: The drawing is corrected to appear as follows: ENVESTNET | YODLEE AL FINCHECK
• GS0361: Financial advisory and consultancy services; Financial information provided by electronic means; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial assessment services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information; Providing financial information services to others; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Providing financial information services to others, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; Providing financial information services to others, namely, providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments
• DS0000: "AI"

Case File Event Statements

• 10/25/2018 - 6 years ago

  1 - NEW APPLICATION ENTERED Type: NWAP

• 11/2/2018 - 6 years ago

  2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS

• 1/30/2019 - 6 years ago

  3 - ASSIGNED TO EXAMINER Type: DOCK

• 2/6/2019 - 6 years ago

  4 - REMOVED FROM TEAS PLUS Type: RFTP

• 2/6/2019 - 6 years ago

  5 - NON-FINAL ACTION WRITTEN Type: CNRT

• 2/6/2019 - 6 years ago

  6 - NON-FINAL ACTION E-MAILED Type: GNRT

• 2/6/2019 - 6 years ago

  7 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 8/6/2019 - 5 years ago

  8 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 8/6/2019 - 5 years ago

  9 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 8/7/2019 - 5 years ago

  10 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 8/31/2019 - 5 years ago

  11 - NON-FINAL ACTION WRITTEN Type: CNRT

• 8/31/2019 - 5 years ago

  12 - NON-FINAL ACTION E-MAILED Type: GNRT

• 8/31/2019 - 5 years ago

  13 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 9/23/2019 - 5 years ago

  14 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 9/23/2019 - 5 years ago

  15 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 9/24/2019 - 5 years ago

  16 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 9/25/2019 - 5 years ago

  17 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 9/25/2019 - 5 years ago

  18 - ASSIGNED TO LIE Type: ALIE

• 9/27/2019 - 5 years ago

  19 - ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED Type: ERRR

• 10/2/2019 - 5 years ago

  20 - ELECTRONIC RECORD REVIEW COMPLETE Type: FIXD

• 10/16/2019 - 5 years ago

  21 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP

• 11/5/2019 - 5 years ago

  22 - PUBLISHED FOR OPPOSITION Type: PUBO

• 11/5/2019 - 5 years ago

  23 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB

• 12/31/2019 - 5 years ago

  24 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM

• 6/16/2020 - 4 years ago

  25 - SOU TEAS EXTENSION RECEIVED Type: EEXT

• 6/16/2020 - 4 years ago

  26 - SOU EXTENSION 1 FILED Type: EXT1

• 6/16/2020 - 4 years ago

  27 - SOU EXTENSION 1 GRANTED Type: EX1G

• 6/18/2020 - 4 years ago

  28 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA

• 12/23/2020 - 4 years ago

  29 - TEAS STATEMENT OF USE RECEIVED Type: EISU

• 12/23/2020 - 4 years ago

  31 - USE AMENDMENT FILED Type: IUAF

• 1/13/2021 - 4 years ago

  30 - CASE ASSIGNED TO INTENT TO USE PARALEGAL Type: AITU

• 1/19/2021 - 4 years ago

  32 - STATEMENT OF USE PROCESSING COMPLETE Type: SUPC

• 2/10/2021 - 4 years ago

  33 - SU - NON-FINAL ACTION - WRITTEN Type: CNRT

• 2/10/2021 - 4 years ago

  34 - NON-FINAL ACTION E-MAILED Type: GNRT

• 2/10/2021 - 4 years ago

  35 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 4/28/2021 - 3 years ago

  36 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 4/28/2021 - 3 years ago

  37 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 4/29/2021 - 3 years ago

  38 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 6/8/2021 - 3 years ago

  39 - SU - NON-FINAL ACTION - WRITTEN Type: CNRT

• 6/8/2021 - 3 years ago

  40 - NON-FINAL ACTION E-MAILED Type: GNRT

• 6/8/2021 - 3 years ago

  41 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 9/30/2021 - 3 years ago

  42 - SU-EXAMINER'S AMENDMENT WRITTEN Type: SNEA

• 9/30/2021 - 3 years ago

  45 - EXAMINER'S AMENDMENT ENTERED Type: XAEC

• 9/30/2021 - 3 years ago

  43 - EXAMINERS AMENDMENT E-MAILED Type: GNEA

• 9/30/2021 - 3 years ago

  44 - NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Type: GNEN

• 11/1/2021 - 3 years ago

  46 - ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Type: CNPR

• 11/2/2021 - 3 years ago

  47 - NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Type: SUNA

• 12/7/2021 - 3 years ago

  49 - TEAS SECTION 7 REQUEST RECEIVED Type: ES7R

• 12/7/2021 - 3 years ago

  48 - REGISTERED-PRINCIPAL REGISTER Type: R.PR

• 4/27/2022 - 2 years ago

  50 - CASE ASSIGNED TO POST REGISTRATION PARALEGAL Type: APRE

• 4/29/2022 - 2 years ago

  51 - POST REGISTRATION ACTION MAILED - SEC. 7 Type: PRAM

• 5/25/2022 - 2 years ago

  52 - TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED Type: EROP

• 7/7/2022 - 2 years ago

  53 - POST REGISTRATION ACTION CORRECTION Type: XXXX

• 9/6/2022 - 2 years ago

  55 - CASE ASSIGNED TO POST REGISTRATION PARALEGAL Type: APRE

• 9/6/2022 - 2 years ago

  54 - OTQR WITHDRAWAL FROM PUBLICATION Type: WDRL

• 9/19/2022 - 2 years ago

  56 - CORRECTION UNDER SECTION 7 - PROCESSED Type: COC.

• 9/19/2022 - 2 years ago

  57 - CASE ASSIGNED TO POST REGISTRATION PARALEGAL Type: APRE

• 10/25/2022 - 2 years ago

  58 - NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED Type: NURC

• 8/22/2024 - 6 months ago

  59 - AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Type: ASGN

• 12/4/2024 - 2 months ago

  60 - ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Type: ASCK