| Serial Number | 97301004 |
| Word Mark | NB CUSTOM DIRECT INVESTING |
| Filing Date | Tuesday, March 8, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 18, 2023 |
| Registration Number | 7029357 |
| Registration Date | Tuesday, April 18, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 31, 2023 |
| Pseudo Mark | NEUBERGER BERMAN CUSTOM DIRECT INVESTING |
| Goods and Services | Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial services, namely, providing an interactive website featuring information and links relating to investment advisory services, investment management services and financial management; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, models, hedge funds, private equity funds, funds investment, wrap fee programs, separate accounts, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custody services, namely, commission of servicing and management of financial assets; management and investment of funds and assets of others; capital investment services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others, and confirming and tracking financial transactions for others; retirement planning services; real estate investment services |
| Disclaimer with Predetermined Text | "CUSTOM DIRECT INVESTING" |
| 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 | Monday, March 14, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, March 31, 2022 |
| First Use In Commerce Date | Thursday, March 31, 2022 |
| Party Name | Neuberger Berman Group LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10104 |
| Party Name | Neuberger Berman Group LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10104 |
| Party Name | Neuberger Berman Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10104 |
| Event Date | Event Description |
| Tuesday, April 18, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, April 18, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 31, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 31, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 11, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, December 22, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, December 22, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, December 22, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 22, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 22, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, December 21, 2022 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Tuesday, December 20, 2022 | USE AMENDMENT ACCEPTED |
| Monday, December 19, 2022 | ASSIGNED TO EXAMINER |
| Friday, June 17, 2022 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, June 17, 2022 | USE AMENDMENT FILED |
| Wednesday, June 15, 2022 | TEAS AMENDMENT OF USE RECEIVED |
| Monday, March 14, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 11, 2022 | NEW APPLICATION ENTERED |