PLAN IQ Trademark

Trademark Overview


On Tuesday, March 25, 2003, a trademark application was filed for PLAN IQ with the United States Patent and Trademark Office. The USPTO has given the PLAN IQ trademark a serial number of 78229597. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 8, 2011. This trademark is owned by Neuberger Berman Management Inc.. The PLAN IQ trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely providing investment advisory services to retirement plan sponsors

General Information


Serial Number78229597
Word MarkPLAN IQ
Filing DateTuesday, March 25, 2003
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 8, 2011
Registration Number2883251
Registration DateTuesday, September 7, 2004
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 3, 2004

Trademark Statements


Disclaimer with Predetermined Text"PLAN"
Goods and ServicesFinancial services, namely providing investment advisory services to retirement plan sponsors

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, April 8, 2011
Primary Code036
First Use Anywhere DateMonday, March 31, 2003
First Use In Commerce DateMonday, March 31, 2003

Trademark Owner History


Party NameNeuberger Berman Management Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 101580180

Party NameNeuberger Berman Management Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 101580180

Party NameNeuberger Berman Management Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 101580180

Trademark Events


Event DateEvent Description
Friday, April 8, 2011CANCELLED SEC. 8 (6-YR)
Wednesday, February 18, 2009ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, September 7, 2004REGISTERED-PRINCIPAL REGISTER
Tuesday, June 15, 2004ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, June 14, 2004ASSIGNED TO EXAMINER
Wednesday, June 9, 2004STATEMENT OF USE PROCESSING COMPLETE
Wednesday, June 2, 2004USE AMENDMENT FILED
Wednesday, June 2, 2004TEAS STATEMENT OF USE RECEIVED
Tuesday, April 27, 2004NOA MAILED - SOU REQUIRED FROM APPLICANT
Monday, April 5, 2004PAPER RECEIVED
Tuesday, February 3, 2004PUBLISHED FOR OPPOSITION
Wednesday, January 14, 2004NOTICE OF PUBLICATION
Tuesday, December 2, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, November 17, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 17, 2003TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, September 8, 2003NON-FINAL ACTION E-MAILED
Monday, September 8, 2003ASSIGNED TO EXAMINER