E89R
TEAS SECTION 8 & 9 RECEIVED
08/13/2026
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Official data from USPTO
MANAGED360
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
MANAGED360
ST13
US500000086850461Class
36, 42
Filing
86850461
Registration
5007840
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
17
Latest update
08/13/2026
Trademark type
Word
Nice classes
36, 42
Filing date
12/16/2015
Registration date
07/26/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/14/2023
Last transaction
08/13/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
06/01/2015
First use in commerce
06/01/2015
Drawing code
4
Owner type
03
Owner location
PENNINGTON, NJ, US
Examiner
SINGH, TEJBIR
Law office
L60
Current location
TMEG LAW OFFICE 106
Holders and representatives
Holders
BNY MELLON ADVISORS, INC.
Lockwood Advisors, Inc.
Representatives
Joshua W. Newman REED SMITH LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
FINANCIAL AND INVESTMENT MANAGEMENT SERVICES; MANAGED ACCOUNT INVESTMENT SERVICES
Class 42
PROVIDING AN ONLINENON-DOWNLOADABLE INFORMATION DELIVERYTRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE USERS TO ACCESS MANAGED ACCOUNT ADVISORY SOLUTIONSGENERATE INVESTMENT PORTFOLIOSOPEN NEW ACCOUNTSPERFORM ACCOUNT MAINTENANCEGENERATE PERFORMANCE REPORTSASSIST IN INVESTMENT SELECTIONPERFORM PORTFOLIO ANALYTICSCONDUCT BILLING AND FEE PROCESSINGACCESS EDUCATIONAL AND TRAINING RESOURCES AND INVESTMENT SOLUTIONS AND RESEARCH
Publications
History of USPTO decisions and trademark events.
17 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/26/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/16/2023
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/14/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/14/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/14/2023
E815
TEAS SECTION 8 & 15 RECEIVED
06/28/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/26/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
07/26/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/10/2016
PUBO
PUBLISHED FOR OPPOSITION
05/10/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/20/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/04/2016
DOCK
ASSIGNED TO EXAMINER
04/04/2016
MPMK
NOTICE OF PSEUDO MARK E-MAILED
12/22/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/21/2015
NWAP
NEW APPLICATION ENTERED
12/19/2015
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