Who owns the ADVISORENGINE PORTFOLIO SOLUTIONS trademark?

The ADVISORENGINE PORTFOLIO SOLUTIONS trademark is owned by AdvisorEngine Inc..

What class is the ADVISORENGINE PORTFOLIO SOLUTIONS trademark registered in?

The ADVISORENGINE PORTFOLIO SOLUTIONS trademark is registered in Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

What is the serial number for ADVISORENGINE PORTFOLIO SOLUTIONS?

The USPTO serial number for ADVISORENGINE PORTFOLIO SOLUTIONS is 99446068.

What is the registration number for ADVISORENGINE PORTFOLIO SOLUTIONS?

ADVISORENGINE PORTFOLIO SOLUTIONS is registered under USPTO registration number 8161299.

ADV

USPTO Trademark Record

REGISTERED

ADVISORENGINE PORTFOLIO SOLUTIONS

SN 99446068·Reg 8161299·Filed Oct 16, 2025

Owner AdvisorEngine Inc.

Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

ADVISORENGINE PORTFOLIO SOLUTIONS (Serial No. 99446068), Registration No. 8161299, is a registered US trademark filed on Oct 16, 2025 by AdvisorEngine Inc.. This trademark covers Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

early section 8: March 03, 2032

Mark Intelligence

ADVISORENGINE PORTFOLIO SOLUTIONS (Reg. #8161299) is a registered US trademark that has been protecting its owner, AdvisorEngine Inc., since 2025. The mark covers Class 036 (Insurance, financial & real estate services) and Class 042 (Scientific, technology & SaaS services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological servic.... The mark faced 1 opposition proceeding during prosecution.

FILED

Oct 16, 2025

SERIAL

99446068

REG#

8161299

REGISTERED

Mar 03, 2026

Owner

Applicant

AdvisorEngine Inc.

Entity

Corporation

State

Address

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

Country

Attorney

NameJordan Arnot Leahey

Law firm

Jordan Arnot Leahey CM LAW PLLC

Address

13101 Preston Road Ste 110-1520, Dallas, TX 75240, United States

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Filing Information

StatusREGISTERED

Filing DateOct 16, 2025

Serial Number99446068

Registration No.8161299

Registration DateMar 03, 2026

Status DateMar 03, 2026

Published for OppositionJan 13, 2026

Mark TypeDesign with words

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 03, 2025

First use in commerce: Oct 03, 2025

Financial, monetary and banking services; insurance services; real estate services.

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Oct 03, 2025

First use in commerce: Oct 03, 2025

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

17 events

REGISTERED-PRINCIPAL REGISTER

Mar 03, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Mar 03, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Jan 13, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jan 13, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jan 07, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 16, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 28, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 28, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 28, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Nov 24, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Nov 24, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Nov 24, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Nov 13, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 03, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Nov 03, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Oct 16, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Oct 16, 2025

APPLICATION FILING RECEIPT MAILED

ADVISORENGINE PORTFOLIO SOLUTIONS

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Other Marks by AdvisorEngine Inc.

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Jordan Arnot Leahey

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