NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/08/2025
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Dado oficial do USPTO
VONTOBEL
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
VONTOBEL
ST13
US500000098209112Classe
9, 16, 35, 36, 38, 41, 42, 45
Pedido
98209112
Registro
7877635
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
27
Atualização mais recente
05/08/2025
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
9, 16, 35, 36, 38, 41, 42, 45
Data de depósito
04/10/2023
Data de registro
05/08/2025
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
05/08/2025
Última transação
05/08/2025
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Fundamento do pedido
Foreign priority
Código do desenho
4
Tipo de titular
09
Localização do titular
Zürich, CH
Examinador
GALLOWAY, JAMILLA
Localização atual
FILE REPOSITORY (FRANCONIA)
Titulares e representantes
Titulares
Vontobel Holding AG
Representantes
MATTHEW FRISBEE LEASON ELLIS LLP
Classificação técnica
Classes Nice
Classe 9Classe 16Classe 35Classe 36Classe 38Classe 41Classe 42Classe 45
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 9
Downloadable computer application softwareapplications for smartphonestablet PCse-readers and other mobile or stationary IT devicesfor the organizationexecution and management of financial and monetary transactions of all kinds; downloadable software for mobile end devices for the organizationexecution and management of financial and monetary transactions; downloadable computer application software for mobile terminals for investment business and investment transactionssoftware for making financial investments and other investment services; downloadable computer application software for mobile terminals which enables investors to selectacquireissue and monitor financial products assembled according to their individual preferences; downloadable computer application software for mobile devices for creating financial investment productsmanaging and monitoring the investment portfolioreceiving and sending information about investment products; downloadable computer communication software for client access to banking account information and for transaction processing; electronic databasesdownloadable softwarefor investment business and investment transactions; downloadable computer application software for mobile devices in the field of insurance for making financial investments and other investments; downloadable computer software platforms for making financial investments and other investments; Downloadable computer softwarea computer software platform in the field of banking business for the provision of banking and financial services; downloadable blockchain solutions software; Downloadable computer software for managing crypto asset transactions using blockchain technology; Downloadable digital files of account statements and reportsproduct fact sheets and investment related content authenticated by non-fungible tokens (NFTs); Downloadable software for generating cryptographic keys for receiving and spending cryptocurrency; electronic cardsmagnetically encoded credit cardsdebit cardsbank cardscustomer loyalty cards; Electronic devices for payment servicespayment terminals and electronic and magnetic ID cards for use in connection with payment for services; Downloadable electronic publications in the nature of newsletters and magazines in the field of financial services and investment matters provided via databases or the Internet; Prerecorded magnetic data carriers featuring account statements and reportsproduct fact sheets and investment related content; Prerecorded optical disks featuring account statements and reportsproduct fact sheets and investment related contentmachine-readable; prerecorded electronic data carriers featuring account statements and reportsproduct fact sheets and investment related content; Pre-recorded electronic media devices featuring account statements and reportsproduct fact sheets and investment related content
Classe 16
Printed matterbrochuresbooklets and books in the field of financial and investment matters; Printed periodicals in the field of financial and investment matters; Printed general feature magazines; Printed pamphlets in the field of financial and investment matters; Printed books in the field of financial and investment matters; Printed manuals in the field of financial and investment matters; printed teaching materials in the field of financial and investment matters; Printed calendars; Printed photographs; Pictures in the nature of paintings; stationery; office requisitesblank note cardsenvelopesprinted notebookswriting padspaperpenspencilsdocument holders
Classe 35
Advertising; business management; business administration; Providing office functions; Providing business information and business advice on commercial and business matters; Marketing related to financing; Compilation of business data for marketing researcheconomic forecastingbusiness or commercial purposes in computer databases; Systematization of data in computer databases; Entering business information into computer databases; Updating and maintaining data in computer databases; Providing business information via a web site; E-commerce servicesproviding consumer product information via telecommunications networks for advertising and sales purposes; Preparation of billing and account statements; cost-price analysis; Information in business matters; Analysis of business data; computerized file management; computerized data processing; e-commerce servicesadvertising via computer networks in the form of datatextimagessound or any combination thereof for the sale of goods and services of all kinds; business research; online advertising on a computer network; advertising via mobile telephone networks; mail order advertising; economic forecasting; Compilation of statistics in the form of graphs for business or commercial purposes; compilation of business statistics for business or commercial purposes; Preparation and drafting of business reports; provision of informationadviceconsultant services relating to business management and administrationon-line or via the Internet; computer-aided business record keeping; business intermediation services relating to business management analysisprocessing of commercial transactionsacquisition and mergerspersonnel managementstaff placementaccountingtax preparationpublic relations; conclusion of commercial transactions via electronic telecommunication systems for others; financial controlling in the nature of business management relating to financing; accounting and services provided by consultants relating to accounting; Business consulting in the field of cryptocurrencies; providing business information via using blockchain technology; Organizing and conducting exhibitions and trade fairs for commercial or promotional business purposes; Preparation of financial reports for others; Tax consulting services
Classe 36
Banking services; institutional banking services; Financial advisory services; Financial services in the fields of asset and investment management for private and business clientsfor financial intermediariesfor institutional clients; online banking; Financial serviceswealth management services; monetary transactionsproviding secure commercial transactions in the field of banking and payment options; Insurance servicesinsurance brokerage servicesinsurance carrier services; Processing of financial transaction and banking services via global computer networks; Banking and financial transaction servicesproviding secure commercial transactions in the field of banking and payment options via a software application; Banking and financial transaction servicesproviding secure commercial transactions in the field of banking and payment options via an interactive Internet platform; Financial servicesinvestment banking and hedge fund investment services; Financial servicesfinancial advisory servicesfinancial transactionsfinancingfinancial analysis and financial expert opinions; Financial market analysis; financial forecasting; Financial and investment servicesadvicemanagementbrokerage in the areas of stocksbondsoptionscommoditiesfuturesderivativesstructured productsfundsother securitiesinvestment of third-party funds; Financial advisory services using blockchain technology; Providing financial information regarding decentralized peer-to-peer communication for buyingtradingselling cryptocurrencies; Providing financial information by electronic means in the field of cryptocurrenciesinformationnews and analysis concerning cryptocurrencies and capital investments in cryptocurrencies; Advice in corporate finance; financial valuation of companies; financial estimates and valuations of companies; Financial planning and financial risk management consulting; financial sponsorship of cultural eventsconferencessporting eventspolitical events and financial and economic seminars; brokerage services relating to financial investments; Investment consulting; Investment brokerage and investment management in the fields of bankingfinancefinancial investments; venture capital brokerage; Venture capital advisory services and venture capital fund management services; financial risk management; Financial services in the field of investment management and risk management; Provision of financial information via computer systems; Providing financial information provided by electronic means that enables investors to selectissuemanage and monitor products composed according to their individual preferences; Providing information related to bankingfinance and investment operations via electronic media and computer systems; providing information on the financial market and investment productsby electronic means; Fiduciary servicesinvestment company and trust company services in the nature of fiduciary representative services; Financial servicesassisting others with financial transactions for products of all asset classes in connection with public and private offerings; Financial advisory services and financial management services in connection with public and private offerings; debt collection agency services; Brokerage servicesinsurance brokerage servicesfinancial investment brokerage servicesbrokerage services for stocksderivativesstructured productsfundsmutual funds and bonds; Business liquidation servicesfinancial; Financial investment servicesexecution of and participation in issuance of securities; services of a custodian banksafeguarding and managing assets for investors; trustee services in the nature of acting as a custodian bank for investment funds; Hedge fund management; Management of fundsinvestment fundsmutual funds and bonds; issuance of negotiable securitiesadministering the issuance of negotiable securities; stock exchange servicestrading of products of all asset classes; Trading of securitiesfundsbondsstructured productsindex futuressecurities optionsfinancial instrumentscommodities and emission rights; Financial serviceswealth management via an electronic platform; Leasing of buildings; Arranging and guaranteeing loans for third parties; renting bank safe deposit boxes; Debt settlement servicessettlement of monetary transactions with credit cardsdebit cards and customer cards; Issuing credit cardsproviding financial advisory services related to debit cards and customer cards; financial advice in inheritance matters and financial execution of wills and estate liquidations; financial succession planning; Real estate servicesreal estate agency servicesreal estate trustee services and real estate management consultation; appraisalrentingleasingmanagementbrokerage of real estate; financial management and advice to pension funds; Financial retirement planning services; Financial advice related to retirement planning
Classe 38
Telecommunications access services; Electronic transmissiondissemination and sending of documentsmessagesdata and information via computer networks and other communication networks; Telecommunications serviceselectronic transmission of electronic mediadatamessagesgraphicsimagesphotographsvideoaudiovisual content and files; Providing online access to data via the Internet; Providing access to an electronic network for online information researchproviding access to a global computer information network; Providing access to online computer databases; Electronic transmission of financial information via global computer networks; Providing online forums for communication on financial topics; Telecommunication services to access to trade transactions via electronic communication networks; Provision of online chat rooms and instant messaging services
Classe 41
Educational servicescoursesseminarsworkshopsconferences and training in the fields of investmentsasset managementfinancingbusinessesfinancebusinessinsurancesbanking and real estate provided online; Organization and conducting conferencescongresses and events in the fields of investmentsasset managementfinancingbusinessesfinancebusinessbanking and real estate; Providing online non-downloadable electronic publications in the nature of newsletters and magazines in the field of financial services and investment matters; publishing books; electronic publishing servicespublication of text works of others on-line featuring financialbusinessinsurancebankingreal estateinvestment matters; online publication of electronic books and magazines; Organization of exhibitions for educationalculturalsports or entertainment purposes; Vocational guidance and career counseling
Classe 42
Application service provider (ASP)providing software for banking and financial transactions; Software as a service (SAAS) services featuring software for banking and financial transactions; providing temporary use of non-downloadable computer software that enables banking and financial transactions via an interactive Internet platform; Platform as a service (PAAS) featuring computer software platforms for banking and financial transactions; Providing application softwareapplication service provider (ASP) featuring software that enables investors to selectpurchaseissue and monitor financial products tailored to their individual preferences; Providing application softwareapplication service provider (ASP) featuring software for creating financial investment productsmanaging and monitoring investment portfoliosreceiving and sending information about investment products; Providing the temporary use of non-downloadable online software for use in the financial industry to facilitate the transfer of financial data between electronic trading applicationsto analyze corporate financial data for the purpose of evaluating and determining investment opportunitiesto facilitate the purchase and sale of securities via an electronic trading application; Providing temporary use of online non-downloadable software for storing economic informationdatastatistics and indices; industrial analysis and research in the field of finance; information technology (IT) consulting relating to installationmaintenance and repair of computer softwareupdating of computer softwaredesign and development of computer hardware and softwarecomputer system analysisquality control for otherswebsite maintenance for otherswebsite optimizationanalysis and verification of website components; Providing scientific and technical information via a global computer networksrelated to computer softwarecomputer hardwarecomputer networks in the financial fieldlocal area networks; Computer and Internet-related servicesonline provision via a global computer network of database onlinenon-downloadable software in the areas of identity authentication and verification; Issuance of digital certificates; data encryption and decryption in the field of financial information; Digital signature authentication services for third partiesdata encryption and data integrity verification; user authentication services via blockchain technology for financial investment services and online software applications; technological services and research and design related to financial instrumentsincluding commoditiesfuturesoptions and other derivatives
Classe 45
Legal servicestax law consulting; Providing expert legal opinions; drafting legal documents for third parties; Legal servicesproviding legal advice for the purpose of legal succession planning and legal estate planning; Supervising the execution of wills; Legal services in the nature of assessing standards and policies to assure compliance with laws and regulations; Providing online information in the field of wills and estatesfinancial laws and regulationstax laws and regulationsbanking laws and regulationsfinancial market laws and regulations; Legal consultancy in the field of taxation
Publicações
Histórico de despachos e eventos da marca no USPTO.
27 publicações encontradas
R.PR
REGISTERED-PRINCIPAL REGISTER
05/08/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
17/06/2025
PUBO
PUBLISHED FOR OPPOSITION
17/06/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/06/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/05/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
24/03/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
24/03/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
24/03/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
24/03/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
19/03/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
18/03/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
18/03/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/01/2025
GNRT
NON-FINAL ACTION E-MAILED
06/01/2025
CNRT
NON-FINAL ACTION WRITTEN
06/01/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/12/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/12/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/12/2024
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
10/09/2024
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
10/09/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/06/2024
GNRT
NON-FINAL ACTION E-MAILED
12/06/2024
CNRT
NON-FINAL ACTION WRITTEN
12/06/2024
DOCK
ASSIGNED TO EXAMINER
23/05/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
13/10/2023
NWAP
NEW APPLICATION ENTERED
07/10/2023
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