| Serial Number | 90008871 |
| Word Mark | MERRILL GUIDED INVESTING |
| Filing Date | Thursday, June 18, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 8, 2021 |
| Registration Number | 6376312 |
| Registration Date | Tuesday, June 8, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 23, 2021 |
| Goods and Services | Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; trading of securities; financial services, namely, trading of shares; financial trading services, namely, foreign exchange transactions; financial trading services, namely, providing for the exchange of commodities; trading of securities options; and other derivative products for trading for others, namely, currencies, stocks and bonds; financial information and services provided by telephone, in-person, and online from a computer database or global computer network; financial services, namely, financial research, financial analysis, financial advice, financial planning, financial consultation, financial management, investment brokerage, investment consultation, investment management, investment advice, mutual fund investment, trading of securities, and trading of shares provided by telephone, in-person, and online from a computer database or global computer network; financial portfolio management services; providing electronic processing of financial transactions and electronic funds transfers, all provided online from a computer database or global computer network |
| NOT AVAILABLE | "GUIDED INVESTING" |
| Goods and Services | Providing online non-downloadable software for use in database management for financial research, financial information, financial analysis, financial planning, financial management, investment management, and trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, trading of securities, shares, foreign exchange, commodities, options and other derivative products for others |
| 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 | Wednesday, July 22, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 2, 2018 |
| First Use In Commerce Date | Friday, November 2, 2018 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 22, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, November 2, 2018 |
| First Use In Commerce Date | Friday, November 2, 2018 |
| Party Name | Bank of America Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | CHARLOTTE, NC 28255 |
| Party Name | Bank of America Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28255 |
| Party Name | Bank of America Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28255 |
| Event Date | Event Description |
| Monday, June 22, 2020 | NEW APPLICATION ENTERED |
| Wednesday, July 22, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 4, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, August 4, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 4, 2020 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 4, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, January 23, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 10, 2020 | ASSIGNED TO EXAMINER |
| Friday, January 22, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 22, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 18, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 3, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 23, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 23, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 17, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, September 17, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, September 17, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, October 28, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 28, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, October 28, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, October 28, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, October 28, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, June 8, 2021 | REGISTERED-PRINCIPAL REGISTER |