| Serial Number | 99263441 |
| Word Mark | NCU INVESTMENT SOLUTIONS |
| Filing Date | Wednesday, July 2, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, November 20, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of The letters "NCU" below a star design with four points and an elongated left point in between two diagonal lines, and the words "INVESTMENT SOLUTIONS" below. |
| Goods and Services | Financial management; Financial advisory services; Investment advisory services; Financial planning; Financial services, namely, wealth management services; Financial analysis; Insurance agency and brokerage; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial management in the field of funding higher education; Mutual fund investment; Mutual fund advisory services; Investment management; Financial information provided by electronic means in the field of financial education to financial service providers |
| Pseudo Mark | NAVIGANT CREDIT UNION INVESTMENT SOLUTIONS |
| Goods and Services | Education services, namely, providing live and on-line workshops in the field of investments and financial planning; Providing on-line newsletters in the field of investments, finance and related subjects, namely, investing and saving for retirement and financial planning; Educational services, namely, conducting classes, workshops, seminars and conferences in the field of financial services and distribution of course and educational materials in connection therewith |
| Goods and Services | Printed books in the field of financial and investment services; Printed pamphlets in the field of financial and investment services; Printed newsletters in the field of financial and investment services; Printed brochures about financial and investment services |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 2, 2025 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 2, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 2, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NAVIGANT CREDIT UNION |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 46 - NOT AVAILABLE |
| Address | Smithfield, RI 02917 |
| Event Date | Event Description |
| Wednesday, July 2, 2025 | NEW APPLICATION ENTERED |
| Wednesday, July 2, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, November 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 10, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, November 19, 2025 | ASSIGNED TO EXAMINER |
| Thursday, November 20, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, November 20, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, November 20, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |