AE ADVISORENGINE

Serial Number 99252586
686

Registration Progress

Application Filed
Jun 25, 2025
Under Examination
Approved for Publication
Jan 13, 2026
Published for Opposition
Jan 13, 2026
Registered

Attorney Assistance

Published for Opposition
Due: Feb 12, 2026 18 days

Trademark Image

AE ADVISORENGINE

Basic Information

Serial Number
99252586
Filing Date
June 25, 2025
Published for Opposition
January 13, 2026
Drawing Code
5

Status Summary

Current Status
Active
Status Code
686
Status Date
Jan 13, 2026
Application
Pending
Classes
041 042

Rights Holder

AdvisorEngine Inc.

03
Address
1616 E. Millbrook Road, Ste. 210
Raleigh, NC 27609

Ownership History

AdvisorEngine Inc.

Original Applicant
03
Raleigh, NC

AdvisorEngine Inc.

Owner at Publication
03
Raleigh, NC

Legal Representation

Attorney
Jordan Arnot Leahey

USPTO Deadlines

Next Deadline
18 days remaining
Published for Opposition
Due Date
February 12, 2026
Extension Available
Until March 12, 2026

Application History

19 events
Date Code Type Description Documents
Jan 13, 2026 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jan 13, 2026 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jan 7, 2026 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Dec 16, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Nov 28, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Nov 28, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Nov 28, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 24, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 24, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 24, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 24, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 24, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 24, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 24, 2025 ZZZX Z PREVIOUS ALLOWANCE COUNT WITHDRAWN Loading...
Nov 24, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Nov 13, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Nov 2, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jun 25, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Jun 25, 2025 NWAP I NEW APPLICATION ENTERED Loading...

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, all 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".
Pseudo Mark
ADVISOR ENGINE ADVISOR ENGINE

Classification

International Classes
041 042