NB PRIVATE WEALTH

Live / Registered — Registered (as of 23 May 2023)

What this means for you

Registered since 23 May 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97315399
Registration number
7063793
Mark type
Stylized text
Filed
16 Mar 2022
Published for opposition
24 Jan 2023
Registered
23 May 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, 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 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, and variable annuities investment 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; insurance investment services; trust and estate planning and management services; retirement planning services; real estate investment and trust advisory and management services; Investment advice in the fields of private equity, hedge funds, and alternative investments; Investment management in the fields of private equity, hedge funds, and alternative investments; Investment of funds for others in the fields of private equity, hedge funds, and alternative investments; private equity consultant services; private equity fund investment services; private placements of hedge funds, private equity funds, securities and derivatives for others; providing venture capital, development capital, private equity and investment funding

Owner

Prior registrations

Prosecution history

  • 23 May 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 23 May 2023 — REGISTERED-PRINCIPAL REGISTER
  • 21 Apr 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 20 Apr 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 19 Apr 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 24 Mar 2023 — USE AMENDMENT FILED
  • 13 Apr 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 24 Mar 2023 — TEAS STATEMENT OF USE RECEIVED
  • 21 Mar 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 24 Jan 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 24 Jan 2023 — PUBLISHED FOR OPPOSITION
  • 04 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

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