ADVISORENGINE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Dec 2025)
What this means for you
Registered since 02 Jun 2020. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 02 Jun 2030: the §8 & §9 renewal).
Record
- Serial number
- 88674266
- Registration number
- 6068496
- Mark type
- Word mark
- Filed
- 30 Oct 2019
- Published for opposition
- 17 Mar 2020
- Registered
- 02 Jun 2020
- Next maintenance filing
- §8 & §9 renewal, due by 02 Jun 2030 (grace period to 02 Dec 2030)
- Attorney of record
- Kelly Weiner
Goods and services
- Class 035 — Advertising and business services: Arranging and conducting business conferences in the field of financial technology
- Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account 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
Owner
- AdvisorEngine Inc., Raleigh, NC, US
- AdvisorEngine Inc., New York, NY, US
- AdvisorEngine Inc., New York, NY, US
Prosecution history
- 10 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 Dec 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 10 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 03 Sept 2025 — TEAS SECTION 8 & 15 RECEIVED
- 02 Jun 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 12 Sept 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 12 Sept 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 12 Sept 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Jun 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 24 Jun 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 24 Jun 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Jun 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Jun 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 14 Apr 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 14 Apr 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED