OF THE INVESTOR. BY THE INVESTOR. FOR THE INVESTOR
Live / Applied — First extension granted (statement of use) (as of 19 Mar 2026)
What this means for you
Not registered yet, but its 13 Mar 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99082473
- Mark type
- Stylized text
- Filed
- 13 Mar 2025
- Published for opposition
- 16 Sept 2025
- Attorney of record
- David M. Kelly
Goods and services
- Class 036 — Insurance and financial services: Funds investment; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial advisory services; Investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information via a web site; Financial portfolio management; Providing information in the field of employee financial benefit plans; Financial management in the field of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; Charitable fundraising services; Estate planning; Financial trust planning; Financial trust administration
Owner
- The Vanguard Group, Inc., Malvern, PA, US
- The Vanguard Group, Inc., Malvern, PA, US
Prosecution history
- 20 Mar 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 19 Mar 2026 — SOU EXTENSION 1 GRANTED
- 19 Mar 2026 — SOU EXTENSION 1 FILED
- 19 Mar 2026 — SOU TEAS EXTENSION RECEIVED
- 11 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 16 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 16 Sept 2025 — PUBLISHED FOR OPPOSITION
- 10 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 19 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 Aug 2025 — ASSIGNED TO EXAMINER
- 01 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 13 Mar 2025 — NEW APPLICATION ENTERED
- 13 Mar 2025 — APPLICATION FILING RECEIPT MAILED