USPTO serial 50176206
FIDELITY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- —
- Law office
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What this means
Status 630 means your trademark application is in the USPTO queue and has not yet been assigned to an examining attorney. This is normal shortly after filing. Examination typically begins within three to four months, though timing varies. Wait for assignment and the first examiner action. Monitor TSDR monthly for status changes to 638 (assigned) or an office action.
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Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Boston, MA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software for managing investment portfolios; computer software for maintaining, managing and reporting financial information; computer software for use by financial service providers to obtain investment transaction and account information; computer software used by financial service providers for contact management; computer software for initiating, processing and tracking financial transactions; computer software for use in obtaining access to, and enhancing the user's experience of, an Internet web site which provides news, information and online financial services; computer software for portfolio modeling | ACTIVE | — |
| 016 | Booklets and brochures in the field of investments and financial services . | ACTIVE | — |
| 035 | Providing business information to financial service providers by means of an Internet web site, in the field of business marketing; referral services in the field of investment advice and financial planning; personnel placement and recruiting services; consulting services in the field of marketing financial services; marketing services rendered to members of the financial services industry, namely, creating and designing promotional materials for use by financial service providers and assisting financial service providers to develop their own marketing plans, and to implement their own direct mail campaigns, advertising campaigns and public relations campaigns promoting public awareness of the need for investment planning | ACTIVE | — |
| 036 | Mutual fund investment services; retirement fund investment services; investment management services; financial planning; securities brokerage services; money management; financial analysis; investment management in the field of private placement of securities; investment management in the field of initial public offerings; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; research in the field of investments and finance; providing retirement plan sponsors with financial news and information, information about retirement planning, investment account information, and information about mutual fund performance; donor advised investment of funds for charitable purposes; charitable fund raising services; automated securities trade execution services; providing financial information in the field of retirement planning; retirement plan administration services; financial administration and investment management services rendered to non-profit organizations; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the Internet; life insurance and annuity underwriting services; consulting services in the field of insurance; risk management services; insurance brokerage services; administration of stock option plans, employer stock purchase plans and directed share programs for others; providing financial information about employee stock option plans to participants and potential participants in such plans; securities brokerage services provided to holders of stock options; administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; consulting services rendered t | ACTIVE | — |
| 041 | Educational services, namely, conducting classes, workshops, seminars and conferences in the field of investments and in the field of marketing financial services; and distributing course materials in connection therewith; online workshops in the field of investments and financial planning; online newsletters in the field of investments, finance and related subjects; providing information in the field of financial education to financial service providers by means of an Internet website | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 22, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 22, 2026 | NWAP | NEW APPLICATION ENTERED | — |