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 NOTICE OF ALLOWANCE - ISSUED as of Tuesday, April 28, 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
General Information
| Serial Number | 99408660 |
| Word Mark | DISCIPLINED INVESTING TRUSTED PARTNER |
| Filing Date | Tuesday, September 23, 2025 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, April 28, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 3, 2026 |
Trademark Statements
| Goods and Services | 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 |
| NOT AVAILABLE | "INVESTING" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 23, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NISA Investment Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Louis, MO 63105
US |
| Party Name | NISA Investment Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Louis, MO 63105
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 23, 2025 | NEW APPLICATION ENTERED |
| Tuesday, September 23, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 23, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 30, 2026 | ASSIGNED TO EXAMINER |
| Friday, February 6, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 6, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 6, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 6, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Friday, February 6, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 25, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 3, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 3, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 28, 2026 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, May 4, 2026 | TEAS STATEMENT OF USE RECEIVED |
