Legal Representation
Attorney
Jordan Arnot Leahey
Application History
2 events| Date | Code | Type | Description |
|---|---|---|---|
| Jun 25, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Jun 25, 2025 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 041
Arranging and conducting of business conferences in the field of financial technology
First Use Anywhere:
20181000
First Use in Commerce:
20181000
Class 042
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 for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer 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
First Use Anywhere:
Nov 30, 2016
First Use in Commerce:
Nov 30, 2016
Additional Information
Design Mark
The mark consists of a diagonal line and three horizontal lines creating the stylized letters "AE" appearing to the left of the words "ADVISORENGINE".
Classification
International Classes
041
042