MANAGED360 Trademark

Trademark Overview


On Wednesday, December 16, 2015, a trademark application was filed for MANAGED360 with the United States Patent and Trademark Office. The USPTO has given the MANAGED360 trademark a serial number of 86850461. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, January 14, 2023. This trademark is owned by Lockwood Advisors, Inc.. The MANAGED360 trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

FINANCIAL AND INVESTMENT MANAGEMENT SERVICES; MANAGED ACCOUNT INVESTMENT SERVICES

PROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, TRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE USERS TO ACCESS MANAGED ACCOUNT ADVISORY SOLUTIONS, GENERATE INVESTMENT PORTFOLIOS, OPEN NEW ACCOUNTS, PERFORM ACCOUNT MAINTENANCE, GENERATE PERFORMANCE REPORTS, ASSIST IN INVESTMENT SELECTION, PERFORM PORTFOLIO ANALYTICS, CONDUCT BILLING AND FEE PROCESSING, ACCESS EDUCATIONAL AND TRAINING RESOURCES AND INVESTMENT SOLUTIONS AND RESEARCH
managed360

General Information


Serial Number86850461
Word MarkMANAGED360
Filing DateWednesday, December 16, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, January 14, 2023
Registration Number5007840
Registration DateTuesday, July 26, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 10, 2016

Trademark Statements


Pseudo MarkMANAGED THREE HUNDRED SIXTY
Goods and ServicesFINANCIAL AND INVESTMENT MANAGEMENT SERVICES; MANAGED ACCOUNT INVESTMENT SERVICES
Goods and ServicesPROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, TRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE USERS TO ACCESS MANAGED ACCOUNT ADVISORY SOLUTIONS, GENERATE INVESTMENT PORTFOLIOS, OPEN NEW ACCOUNTS, PERFORM ACCOUNT MAINTENANCE, GENERATE PERFORMANCE REPORTS, ASSIST IN INVESTMENT SELECTION, PERFORM PORTFOLIO ANALYTICS, CONDUCT BILLING AND FEE PROCESSING, ACCESS EDUCATIONAL AND TRAINING RESOURCES AND INVESTMENT SOLUTIONS AND RESEARCH

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 21, 2015
Primary Code036
First Use Anywhere DateMonday, June 1, 2015
First Use In Commerce DateMonday, June 1, 2015

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, December 21, 2015
Primary Code042
First Use Anywhere DateMonday, June 1, 2015
First Use In Commerce DateMonday, June 1, 2015

Trademark Owner History


Party NameBNY MELLON ADVISORS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPENNINGTON, NJ 08534

Party NameLockwood Advisors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressKing of Prussia, PA 19406

Party NameLockwood Advisors, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressKing of Prussia, PA 19406

Party NameLockwood Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressKing of Prussia, PA 19406

Trademark Events


Event DateEvent Description
Wednesday, August 16, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, January 14, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, January 14, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, January 14, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 28, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, July 26, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, July 26, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, May 10, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 10, 2016PUBLISHED FOR OPPOSITION
Wednesday, April 20, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, April 4, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, April 4, 2016ASSIGNED TO EXAMINER
Tuesday, December 22, 2015NOTICE OF PSEUDO MARK E-MAILED
Monday, December 21, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 19, 2015NEW APPLICATION ENTERED