| Serial Number | 99395239 |
| Word Mark | NEUBERGER WEALTH |
| Filing Date | Tuesday, September 16, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, April 10, 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | WEALTH |
| Description of Mark | The mark consists of the word "NEUBERGER" in stylized font on the first line and the word "Wealth" in stylized font directly below. |
| 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 | Financial affairs, 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 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 transaction services, namely, clearing financial transactions, and maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; monetary affairs, namely, financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services, financial research, analysis, consultation, and information services; real estate affairs, namely, real estate investment and trust advisory and management services; financial sponsorship of sporting and charitable events. |
| 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 | Tuesday, September 16, 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 |
| Tuesday, September 16, 2025 | NEW APPLICATION ENTERED |
| Tuesday, September 16, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, October 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, October 6, 2025 | ASSIGNED TO EXAMINER |
| Friday, October 10, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, October 10, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, October 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 5, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, January 5, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, April 10, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 10, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 10, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |