| Serial Number | 88977882 |
| Word Mark | VANGUARD DIGITAL ADVISOR |
| Filing Date | Monday, August 12, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 14, 2020 |
| Registration Number | 6103805 |
| Registration Date | Tuesday, July 14, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 31, 2019 |
| Disclaimer with Predetermined Text | "DIGITAL ADVISOR" |
| Goods and Services | investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, financial saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; online financial advisory services in the nature of automated financial and investment advisory, wealth management, and portfolio management and rebalancing; artificial intelligence-based financial advisory services |
| Goods and Services | providing temporary use of online, non-downloadable computer software for use in providing financial analysis and advice, for use in online trading of securities, for communication between financial services professionals and investors, and for providing automated financial advice and investment advice; providing temporary use of online, non-downloadable artificial intelligence software for use in customer relationship management and providing financial advisory services; all of the aforesaid in the fields of investing, investment management, finance, financial planning, retirement planning, financial risk management, and financial portfolio management |
| 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, August 27, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, March 19, 2020 |
| First Use In Commerce Date | Thursday, March 19, 2020 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 27, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, March 19, 2020 |
| First Use In Commerce Date | Thursday, March 19, 2020 |
| Party Name | The Vanguard Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Malvern, PA 19355 |
| Party Name | The Vanguard Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Malvern, PA 19355 |
| Party Name | The Vanguard Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Malvern, PA 19355 |
| Event Date | Event Description |
| Tuesday, July 14, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 10, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 9, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 19, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, May 1, 2020 | USE AMENDMENT FILED |
| Tuesday, May 19, 2020 | DIVISIONAL PROCESSING COMPLETE |
| Friday, May 1, 2020 | DIVISIONAL REQUEST RECEIVED |
| Tuesday, May 19, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, May 1, 2020 | TEAS REQUEST TO DIVIDE RECEIVED |
| Friday, May 1, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, February 25, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 31, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 31, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 11, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, November 20, 2019 | ASSIGNED TO LIE |
| Monday, November 18, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 18, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Monday, November 18, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, November 18, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Monday, November 18, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, November 11, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, August 27, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, August 15, 2019 | NEW APPLICATION ENTERED IN TRAM |