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Official data from USPTO

OF THE INVESTOR. BY THE INVESTOR. FOR THE INVESTOR. SINCE 1975.

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

OF THE INVESTOR. BY THE INVESTOR. FOR THE INVESTOR. SINCE 1975.

ST13

US500000099082481

Class

36

Filing

99082481

Registration

8075287

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

20

Latest update

12/23/2025

Trademark type

Word

Nice classes

36

Filing date

03/13/2025

Registration date

12/23/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/23/2025

Last transaction

12/23/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

02/20/2025

First use in commerce

02/20/2025

Drawing code

4

Owner type

03

Owner location

Malvern, PA

Examiner

REED,MAUREEN J

Law office

M60

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

The Vanguard Group, Inc.

Representatives

David M. Kelly Kelly IP, LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Funds investment; Investment management; Financial asset management; Financial serviceswealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody servicesmaintaining 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 servicesinvestment 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 plansdefined benefit plansdefined contribution plansemployee pension planscollege savings plans; Charitable fundraising services; Estate planning; Financial trust planning; Financial trust administration

Publications

History of USPTO decisions and trademark events.

20 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/23/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

12/23/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/04/2025

PUBO

PUBLISHED FOR OPPOSITION

11/04/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/29/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/03/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/02/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/02/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

10/02/2025

IUAA

USE AMENDMENT ACCEPTED

09/24/2025

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

09/02/2025

IUAF

USE AMENDMENT FILED

09/02/2025

EAAU

TEAS AMENDMENT OF USE RECEIVED

09/02/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/22/2025

GNRT

NON-FINAL ACTION E-MAILED

08/22/2025

CNRT

NON-FINAL ACTION WRITTEN

08/22/2025

DOCK

ASSIGNED TO EXAMINER

08/14/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/01/2025

MAFR

APPLICATION FILING RECEIPT MAILED

03/13/2025

NWAP

NEW APPLICATION ENTERED

03/13/2025

Continuous trademark protection

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