NREP
NEW REPRESENTATIVE AT IB RECEIVED
02/19/2026
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Official data from USPTO
ACTUAL
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ACTUAL
ST13
US500000079291515Class
35, 36, 41
Filing
79291515
Registration
6504489
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
43
Latest update
02/20/2026
Trademark type
Word
Nice classes
35, 36, 41
Filing date
06/23/2020
Registration date
10/05/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/05/2021
Last transaction
02/20/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Drawing code
4
Owner type
02
Owner location
GB
Examiner
EBAUGH, MICHAEL
Law office
L80
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Baillie Gifford & Co
Baillie Gifford & Co (a Partnership)
Representatives
David J. Byer K&L Gates LLP
Technical classification
Nice Classes
Class 35Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Company administration in the nature of financial investment services; business management and operation of companies and other legal entities for othersproviding consultancy in the field of financial investments; accounting services; financial market research and studies in the nature of providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market
Class 36
Financial servicesfinancial investment advisory services; financial asset management and advisory services; investment management and advisory services; venture capital fund management and advisory services; trust servicesinvestment and trust company services in the nature of operation and management of investment trusts; trust servicesinvestment and trust company services in the nature of provision of investment trust share plans and children's investment savings plans; provision of saving account services; insurance brokerageinsurance claims administration; reinsurance underwriting; issue and administration of life insurance and annuity contracts; reinsurance underwriting of life insurance and annuity contracts of other licensed insurers; administration of investment accounts which fund the benefits underlying life insurance and annuity contracts; financial management and administration of pension funds; financial management and administration of collective investment schemesopen ended investment companiesunit trusts and mutual funds; provision of financial information in the field of collective investment schemesopen ended investment companiesunit trusts and mutual funds; financial management and administration of life funds; provision of financial information in the field of life funds; financial servicesprovision of personal equity plans and investment savings accounts; financial management in the field of pensions and financial advisory services; financial management and advisory services; financial valuationsfinancial sponsorship of businessesorganizationscharitiesauthorsliterary eventsindividuals; structured investment and investment product management and financial advisory services; financial management services in the field of guaranteed investment and investment product management and financial advisory services; financial planning servicescreating personalized strategies for achieving personal independence in the nature of designingdevelopingarranging and managing structured investments and investment products; economicfinancial and investment analysis and research services in the nature of business equity analysis and research; financial servicessavings account and investment management consultancy services; administration of investment fundsinvestment products and investment services in the nature of financial administration of venture capital opportunitiesmutual fundsstocks and bonds; financial and investment managementconsultancy and advisory services for institutional clientscharitieslocal authority pension fundscompany pension funds and family trusts; financial portfolio management servicesin the nature of dealing in financial instrumentssecuritiesequitiesbondsderivativesswapsfutures and options; financial servicespersonal financial planning; private portfolio investment management and advice services; provision of advice in the field of investmentfinancial forecastingfund investment and pensions valuation services; investment risk management and analysis; investment advisory services; investment performance management and analysis; investment brokerage services; investment advisory servicesalternative investment management and advisory services; investment advisory servicesalternative structured investment management and advisory services; investment advisory servicesquantitative investment management and advisory services; financial servicesderivatives based investment management and advisory services; investment consultation in the field of financial derivatives; investment consultancy; share registrar servicesmaintaining record of who owns securities issued by a company; financial transfer agent services rendered to issuers of investment securities; financial investment servicesadministering the investment underwriting of securities; tax payment processing advisory services; financial advisory services relating to taxationtax strategyrisk management and governance of taxesdealing with tax authorities and tax planninginvestment risk analysis and financial risk analysis services; financial information services provided by access to a computer database; technology based financial portfolio management services
Class 41
Educationtrainingtuition and teaching servicesproviding non-downloadable informational articlesvideoswebinars in the field of financial and investment matters; provision of seminarsconferences and symposiums on financial and investment matters
Publications
History of USPTO decisions and trademark events.
43 publications found
NREP
NEW REPRESENTATIVE AT IB RECEIVED
02/05/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/25/2025
ECDR
TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
06/25/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/25/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/25/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/25/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/25/2025
ADCH
CHANGE OF NAME/ADDRESS REC'D FROM IB
12/30/2023
NREP
NEW REPRESENTATIVE AT IB RECEIVED
02/12/2023
NREP
NEW REPRESENTATIVE AT IB RECEIVED
11/11/2022
FINO
FINAL DECISION TRANSACTION PROCESSED BY IB
04/10/2022
FICS
FINAL DISPOSITION NOTICE SENT TO IB
03/22/2022
FIMP
FINAL DISPOSITION PROCESSED
03/22/2022
FICR
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
01/05/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
10/05/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/20/2021
PUBO
PUBLISHED FOR OPPOSITION
07/20/2021
GPNX
NOTIFICATION PROCESSED BY IB
07/18/2021
OPNS
NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
06/30/2021
OP2R
NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
06/30/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/30/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/17/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/16/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/15/2021
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
06/15/2021
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
05/17/2021
GNFR
FINAL REFUSAL E-MAILED
05/17/2021
CNFR
FINAL REFUSAL WRITTEN
05/17/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/21/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/20/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/20/2021
NREP
NEW REPRESENTATIVE AT IB RECEIVED
04/10/2021
NREP
NEW REPRESENTATIVE AT IB RECEIVED
02/27/2021
RFNT
REFUSAL PROCESSED BY IB
11/14/2020
RFCS
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
10/24/2020
RFRR
REFUSAL PROCESSED BY MPU
10/24/2020
RFCR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
10/03/2020
CNRT
NON-FINAL ACTION WRITTEN
10/02/2020
DOCK
ASSIGNED TO EXAMINER
09/25/2020
MAFR
APPLICATION FILING RECEIPT MAILED
08/18/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/14/2020
REPR
SN ASSIGNED FOR SECT 66A APPL FROM IB
08/13/2020
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