| Serial Number | 99337946 |
| Word Mark | NEUBERGER WEALTH |
| Filing Date | Thursday, August 14, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, April 3, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
| NOT AVAILABLE | WEALTH |
| Description of Mark | The mark consists of NEUBERGER Wealth in stylized font. |
| Section 2(f) Limitation Statement | NEUBERGER has become distinctive of the goods/services, as demonstrated by the attached evidence. NEUBERGER has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 2651905, 1896476 |
| Goods and Services | 36: Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment; financial services, namely, financial risk management, financial research, financial investment data analysis, financial consultation, and financial information 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; management and investment of funds and assets of others; financial transaction services, namely, clearing financial transactions; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial services, namely, providing information relating to investment advisory services, investment management services and financial management via an interactive website and website links; real estate investment services. |
| 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 | Thursday, August 14, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Neuberger Berman Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10104 US |
| Event Date | Event Description |
| Thursday, August 14, 2025 | NEW APPLICATION ENTERED |
| Thursday, August 14, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, September 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 29, 2025 | ASSIGNED TO EXAMINER |
| Monday, September 29, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, September 29, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, September 29, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 9, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, December 9, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, March 30, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, March 30, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 3, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |