TrademarkDir
ADVISORENGINE
LIVE

Serial Number

88674266

Owner

ADVISORENGINE INC.

Attorney

Kelly Weiner

First Use Date

Nov 30, 2016

Filing Date

Oct 30, 2019

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ADVISORENGINE Trademark

Serial Number: 88674266 • Registration: 6068496

ADVISORENGINE is a trademark filed by ADVISORENGINE INC. on October 30, 2019. The trademark is classified under Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

ADVISORENGINE INC. (27 trademarks)

Raleigh, NC 27616

Entity Type: 03

Trademark Details

Filing Date

October 30, 2019

Registration Date

June 2, 2020

First Use Anywhere

November 30, 2016

First Use in Commerce

November 30, 2016

Published for Opposition

March 17, 2020

Goods & 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

Arranging and conducting business conferences in the field of financial technology

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 10, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 10, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 10, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Sep 3, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 2, 2025 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 12, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 12, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 12, 2022 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 24, 2022 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 24, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 24, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 24, 2022 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 24, 2022 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 14, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 14, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 14, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 14, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 14, 2021 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 17, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 17, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 17, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 17, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 17, 2020 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 16, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 16, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 16, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 16, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 16, 2020 COAR
REGISTERED-PRINCIPAL REGISTER
Jun 2, 2020 R.PR
REVIEW OF CORRESPONDENCE COMPLETE
Mar 26, 2020 CORV
ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED
Mar 26, 2020 ATRQ
ASSIGNED TO PETITION STAFF
Mar 25, 2020 APET
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 17, 2020 NPUB
PUBLISHED FOR OPPOSITION
Mar 17, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 26, 2020 NONP
TEAS POST PUBLICATION AMENDMENT RECEIVED
Feb 25, 2020 EPPA
ASSIGNED TO LIE
Feb 10, 2020 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 4, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 4, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 4, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 4, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 4, 2020 CNEA
ASSIGNED TO EXAMINER
Feb 4, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 4, 2019 NWOS
NEW APPLICATION ENTERED
Nov 2, 2019 NWAP

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