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Official data from USPTO

NB CUSTOM DIRECT INVESTING (CDI)

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

NB CUSTOM DIRECT INVESTING (CDI)

ST13

US500000097301031

Class

36

Filing

97301031

Registration

7583356

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

18

Latest update

12/03/2024

Trademark type

Word

Nice classes

36

Filing date

03/08/2022

Registration date

12/03/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/03/2024

Last transaction

12/03/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

03/31/2022

First use in commerce

03/31/2022

Drawing code

4

Owner type

16

Owner location

New York, NY

Examiner

FLOWERS, JAY

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Neuberger Berman Group LLC

Representatives

Claudia W. Stangle LEYDIG, VOIT & MAYER, LTD.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesinvestment advisoryinvestment managementasset managementportfolio managementinvestment brokeragesecurities brokerageinvestment consultationwealth managementfinancial planning services; financial servicesproviding an interactive website featuring information and links relating to investment advisory servicesinvestment management services and financial management; financial and investment servicesinvestment advisory and investment management and brokerage of securitiesexchange-traded fundsmodelshedge fundsprivate equity fundsfunds investmentwrap fee programsseparate accountsstocksbondscommoditiesderivatives and debt investmentlimited partnerships; financial servicesfinancial researchanalysisconsultationinformation services; financial servicesinvestment fund transfer and transaction services; financial custody servicescommission of servicing and management of financial assets; management and investment of funds and assets of others; capital investment services; financial servicesmutual fund advisory and investment management servicesmutual fund distribution servicesmutual fund underwriting and administration services; financial investment servicescreationoperationmanagementbrokerage and administration of the issuance and distribution of investment fundsexchange-traded fundsinvestment fund transfer and transaction services; financial servicesexchange-traded fund advisory and investment management servicesexchange-traded fund distribution servicesexchange-traded fund underwriting and administration services; clearance servicesclearing and settling financial transactions on behalf of others; maintaining assets and securities for othersconfirming and tracking financial transactions for others; retirement planning services; real estate investment services

Publications

History of USPTO decisions and trademark events.

18 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/03/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

12/03/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

10/01/2024

PUBO

PUBLISHED FOR OPPOSITION

10/01/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

09/11/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/28/2024

XAEC

EXAMINER'S AMENDMENT ENTERED

08/12/2024

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

12/22/2022

GNEA

EXAMINERS AMENDMENT E-MAILED

12/22/2022

CNEA

EXAMINERS AMENDMENT -WRITTEN

12/22/2022

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

12/21/2022

IUAA

USE AMENDMENT ACCEPTED

12/20/2022

DOCK

ASSIGNED TO EXAMINER

12/19/2022

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

06/17/2022

IUAF

USE AMENDMENT FILED

06/17/2022

EAAU

TEAS AMENDMENT OF USE RECEIVED

06/15/2022

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

03/14/2022

NWAP

NEW APPLICATION ENTERED

03/11/2022

Continuous trademark protection

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