NB CUSTOM DIRECT INVESTING

Live / Registered — Registered (as of 18 Apr 2023)

What this means for you

Registered since 18 Apr 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97301004
Registration number
7029357
Mark type
Stylized text
Filed
08 Mar 2022
Published for opposition
31 Jan 2023
Registered
18 Apr 2023
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; financial services, namely, providing an interactive website featuring information and links relating to investment advisory services, investment management services and financial management; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, models, hedge funds, private equity funds, funds investment, wrap fee programs, separate accounts, 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 custody services, namely, commission of servicing and management of financial assets; management and investment of funds and assets of others; capital investment services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration 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; retirement planning services; real estate investment services

Owner

Prior registrations

Prosecution history

  • 18 Apr 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 18 Apr 2023 — REGISTERED-PRINCIPAL REGISTER
  • 31 Jan 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 31 Jan 2023 — PUBLISHED FOR OPPOSITION
  • 11 Jan 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 22 Dec 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 22 Dec 2022 — EXAMINER'S AMENDMENT ENTERED
  • 22 Dec 2022 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 22 Dec 2022 — EXAMINERS AMENDMENT E-MAILED
  • 22 Dec 2022 — EXAMINERS AMENDMENT -WRITTEN
  • 21 Dec 2022 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
  • 20 Dec 2022 — USE AMENDMENT ACCEPTED
  • 19 Dec 2022 — ASSIGNED TO EXAMINER
  • 17 Jun 2022 — AMENDMENT TO USE PROCESSING COMPLETE
  • 17 Jun 2022 — USE AMENDMENT FILED

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