| Serial Number | 88696653 |
| Word Mark | TAXM |
| Filing Date | Monday, November 18, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 3, 2021 |
| Registration Number | 6441972 |
| Registration Date | Tuesday, August 3, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 14, 2020 |
| Disclaimer with Predetermined Text | "STRATEGY" |
| Goods and Services | 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; all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge fund investment, private equity fund investment, wrap fee programs, namely, bundled investment management and brokerage services, financial services, namely, a total portfolio offering for high net worth clients consisting of separate accounts for equity and fixed income investments, variable annuity programs, namely, investment management of and distribution of annuities, stocks brokerage, bonds brokerage; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; management and investment of funds and assets of others; capital investment services; financial transaction services, namely, clearing and reconciling financial transactions; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial trust and estate planning and management services; financial planning for retirement |
| 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 | Saturday, November 23, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, August 31, 2019 |
| First Use In Commerce Date | Saturday, August 31, 2019 |
| 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, August 3, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 30, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 29, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, June 12, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, May 29, 2021 | USE AMENDMENT FILED |
| Thursday, June 10, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Saturday, May 29, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, December 10, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, December 8, 2020 | EXTENSION 1 GRANTED |
| Tuesday, December 8, 2020 | EXTENSION 1 FILED |
| Tuesday, December 8, 2020 | TEAS EXTENSION RECEIVED |
| Tuesday, June 9, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 14, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 14, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 25, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, March 9, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 6, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 6, 2020 | ASSIGNED TO LIE |
| Friday, March 6, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 6, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 6, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, February 25, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, February 25, 2020 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 25, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 18, 2020 | ASSIGNED TO EXAMINER |
| Saturday, November 23, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, November 21, 2019 | NEW APPLICATION ENTERED IN TRAM |