NB

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 25 Jan 2024)

What this means for you

Registered since 27 Mar 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87507686
Registration number
5434827
Mark type
Design + words
Filed
27 Jun 2017
Published for opposition
07 Nov 2017
Registered
27 Mar 2018
Attorney of record
Claudia W. Stangle

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge funds, private equity funds, wrap fee programs, separate accounts, variable annuity programs, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custodian services, namely, maintaining possession of financial assets for others for financial management purposes; management and investment of funds and assets of others; capital investment services; financial transaction services, namely, clearing and reconciling financial transactions; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others, and confirming and tracking financial transactions for others; insurance investment services; trust and estate planning and management services; retirement planning services; real estate investment and trust advisory and management services

Owner

Prior registrations

Prosecution history

  • 25 Jan 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 25 Jan 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 25 Jan 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Aug 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 27 Mar 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 27 Mar 2018 — REGISTERED-PRINCIPAL REGISTER
  • 21 Feb 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 20 Feb 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 01 Feb 2018 — STATEMENT OF USE PROCESSING COMPLETE
  • 19 Jan 2018 — USE AMENDMENT FILED
  • 01 Feb 2018 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 19 Jan 2018 — TEAS STATEMENT OF USE RECEIVED
  • 02 Jan 2018 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 07 Nov 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 07 Nov 2017 — PUBLISHED FOR OPPOSITION

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