Serial Number
99252508
Owner
ADVISORENGINE INC.Attorney
Jordan Arnot LeaheyFirst Use Date
Nov 30, 2016
Filing Date
Jun 25, 2025
AE Trademark
Serial Number: 99252508
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Jordan Arnot Leahey CM LAW PLLC
13101 Preston Road Ste 110-1520
Dallas, TX 75240
United States
Trademark Details
Filing Date
June 25, 2025
Registration Date
Not Registered
First Use Anywhere
November 30, 2016
First Use in Commerce
November 30, 2016
Published for Opposition
January 13, 2026
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 for financial planning professionals that provides marketing support and client management tools for financial planning professionals; 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 providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data
Arranging and conducting of business conferences in the field of financial technology
