MANAGED360
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 14 Jan 2023)
What this means for you
Registered since 26 Jul 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86850461
- Registration number
- 5007840
- Mark type
- Stylized text
- Filed
- 16 Dec 2015
- Published for opposition
- 10 May 2016
- Registered
- 26 Jul 2016
- Attorney of record
- Joshua W. Newman
Goods and services
- Class 036 — Insurance and financial services: FINANCIAL AND INVESTMENT MANAGEMENT SERVICES; MANAGED ACCOUNT INVESTMENT SERVICES
- Class 042 — Scientific and technological services: PROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, TRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE USERS TO ACCESS MANAGED ACCOUNT ADVISORY SOLUTIONS, GENERATE INVESTMENT PORTFOLIOS, OPEN NEW ACCOUNTS, PERFORM ACCOUNT MAINTENANCE, GENERATE PERFORMANCE REPORTS, ASSIST IN INVESTMENT SELECTION, PERFORM PORTFOLIO ANALYTICS, CONDUCT BILLING AND FEE PROCESSING, ACCESS EDUCATIONAL AND TRAINING RESOURCES AND INVESTMENT SOLUTIONS AND RESEARCH
Owner
- BNY MELLON ADVISORS, INC., PENNINGTON, NJ, US
- Lockwood Advisors, Inc., King of Prussia, PA, US
- Lockwood Advisors, Inc., King of Prussia, PA, US
- Lockwood Advisors, Inc., King of Prussia, PA, US
Prosecution history
- 26 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 16 Aug 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 14 Jan 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 Jan 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 14 Jan 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 28 Jun 2022 — TEAS SECTION 8 & 15 RECEIVED
- 26 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 26 Jul 2016 — REGISTERED-PRINCIPAL REGISTER
- 10 May 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 May 2016 — PUBLISHED FOR OPPOSITION
- 20 Apr 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 04 Apr 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 04 Apr 2016 — ASSIGNED TO EXAMINER
- 22 Dec 2015 — NOTICE OF PSEUDO MARK E-MAILED
- 21 Dec 2015 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED