DISCIPLINED INVESTING TRUSTED PARTNER Trademark

Trademark Overview

On Tuesday, September 23, 2025, a trademark application was filed for DISCIPLINED INVESTING TRUSTED PARTNER with the United States Patent and Trademark Office. The USPTO has given the DISCIPLINED INVESTING TRUSTED PARTNER trademark a serial number of 99408660. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Tuesday, July 14, 2026. This trademark is owned by NISA Investment Advisors, LLC. The DISCIPLINED INVESTING TRUSTED PARTNER trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, economic advising, investment advising, financial advising, retirement planning and advising, financial investments, financial planning, financial aspects of retirement, financial asset distribution options and methods, financial management, and investment management
disciplined investing trusted partner

General Information

Serial Number99408660
Word MarkDISCIPLINED INVESTING TRUSTED PARTNER
Filing DateTuesday, September 23, 2025
Status748 - STATEMENT OF USE - TO EXAMINER
Status DateTuesday, July 14, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 3, 2026

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services, namely, economic advising, investment advising, financial advising, retirement planning and advising, financial investments, financial planning, financial aspects of retirement, financial asset distribution options and methods, financial management, and investment management
NOT AVAILABLE"INVESTING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 23, 2025
Primary Code036
First Use Anywhere DateFriday, October 24, 2025
First Use In Commerce DateFriday, October 24, 2025

Trademark Owner History

Party NameNISA Investment Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSt. Louis, MO 63105
US
Party NameNISA Investment Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSt. Louis, MO 63105
US

Trademark Events

Event DateEvent Description
Tuesday, September 23, 2025NEW APPLICATION ENTERED
Tuesday, September 23, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 23, 2025APPLICATION FILING RECEIPT MAILED
Friday, January 30, 2026ASSIGNED TO EXAMINER
Friday, February 6, 2026EXAMINERS AMENDMENT -WRITTEN
Friday, February 6, 2026EXAMINERS AMENDMENT E-MAILED
Friday, February 6, 2026NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, February 6, 2026EXAMINER'S AMENDMENT ENTERED
Friday, February 6, 2026APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 25, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 3, 2026PUBLISHED FOR OPPOSITION
Tuesday, March 3, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 28, 2026NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, May 4, 2026TEAS STATEMENT OF USE RECEIVED
Monday, May 4, 2026USE AMENDMENT FILED
Tuesday, July 14, 2026STATEMENT OF USE PROCESSING COMPLETE

Related Keywords

partner trusted investing disciplined financial advising investment planning management retirement distribution options methods advisory