AE ADVISORENGINE

Serial Number 99252586
630

Registration Progress

Application Filed
Jun 25, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

AE ADVISORENGINE

Basic Information

Serial Number
99252586
Filing Date
June 25, 2025
Drawing Code
0

Status Summary

Current Status
Active
Status Code
630
Status Date
Jun 25, 2025
Application
Pending
Classes
041 042

Rights Holder

AdvisorEngine Inc.

03
Address
1616 E. Millbrook Road
Raleigh, NC 27609

Ownership History

AdvisorEngine Inc.

Original Applicant
03
Raleigh, NC

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