USPTO serial 78485304
FIDELITY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 16, 2006
- Examiner
- PERKINS, ELLEN J
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Boston, MA, US
Boston, MA, US
Boston, MA, US
Boston, MA, US
Boston, MA, US
Boston, MA, US
BOSTON, MA, US
BOSTON, MA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | [ Computer software for use by financial service providers to prepare documents relating to the dissemination of information within an organization; computer software for use by financial service providers to conduct surveys and to assemble and manage information relating to retirement plans; computer software for managing the distribution of information about retirement plans to employees; computer software for producing printed informational materials and records in the field of retirement plans; computer software for use by businesses to manage employee compensation planning; ] 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 [ by investment fund administrators to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software for managing the business practices of financial service providers to comply with governmental regulations; 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 [ use by retirement plan sponsors to transmit and receive account information and other information by means of an online connection; computer software for use by financial investment advisors in portfolio allocation, sector analysis,] portfolio modeling [ and portfolio rebalancing ] | ACTIVE | Dec 10, 1991 |
| 016 | [ Magazines, newsletters, ] booklets and brochures in the field of investments and financial services | ACTIVE | — |
| 035 | [ Payroll preparation and processing; providing reports of payroll related tax information to governmental agencies and to employers; business management services in the field of human resources; accounting and bookkeeping services; business services in the field of human resources and payroll management, namely, maintaining, updating and reporting information about employee work schedules, payment schedules, salaries, contact information and other information pertaining to human resources and payroll management, all by means of an Internet web site on to which employers and/or employees have access for the purpose of obtaining or providing updated information;] 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; [ business consulting services in the field of employee compensation;] consulting services in the field of marketing financial services; [ market research services rendered to financial service providers;] 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; [ providing facilities for business meetings; ] promoting public awareness of the need for investment planning | ACTIVE | Dec 21, 1987 |
| 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; retirement fund investment 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 to employers with respect to the design and administration of employee benefit plans; financial and actuarial consulting services; [ financial information processing in the field of mortgages; loan financing; margin loan services rendered to mortgage borrowers to enable them to avoid making down payments on real estate; providing information in the field of mortgages by means of the Internet;] financial services, namely, agency services in the field of securities; financial market information services, namely, compiling and providing information regarding securities; electronic bill payment; financial administration of credit card accounts; fund transfer services; [ financial advisory services in the field of leveraged buyouts; leveraged buyout structuring and financing; management of investment funds in the field of leveraged buyouts;] financial services, namely, compiling, organizing, managing and reporting user specific financial information by means of the Internet, in the field of investment accounts, bank accounts, credit card accounts, frequent flyer award accounts and other personal financial data; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing personalized investment information by electronic mail; providing online information about securities prices; automated mutual fund clearinghouse services and mutual fund custody services; mutual fund financial information provided by electronic means for subsequent inclusion in printed or online financial publications; loan financing; real estate management services; real estate investment services; [ real estate brokerage services; leasing of real property; ] providing an online database featuring financial information of general interest to investors | 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 web site [; development and dissemination of educational audiotapes and other educational materials for others in the field of financial services and investments; entertainment and educational services in the nature of periodic radio and television programs concerning financial topics; providing an online database featuring general and local news, and sports news ] | 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.
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- Other trademarks owned by FMR LLC
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- Other trademarks in Class 009
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- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 041
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 22, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jul 22, 2026 | RNL2 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Jul 22, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Jul 22, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 21, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| May 16, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 8, 2016 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Jul 8, 2016 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Jul 8, 2016 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Jul 8, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 18, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Apr 18, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 16, 2015 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 21, 2014 | NOSU | NOTICE OF SUIT | — |
| Feb 27, 2014 | NOSU | NOTICE OF SUIT | — |
| Jul 16, 2012 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 16, 2012 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| May 24, 2012 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 15, 2012 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| May 14, 2012 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 3, 2008 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 3, 2008 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 7, 2007 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| May 16, 2006 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 25, 2006 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| Mar 16, 2006 | CHPB | POST PUBLICATION AMENDMENT - ENTERED | — |
| Mar 14, 2006 | FAXX | FAX RECEIVED | — |
| Nov 19, 2005 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Oct 25, 2005 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Oct 5, 2005 | NPUB | NOTICE OF PUBLICATION | — |
| Aug 22, 2005 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Aug 19, 2005 | ALIE | ASSIGNED TO LIE | — |
| Aug 12, 2005 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 10, 2005 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 31, 2005 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 31, 2005 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 13, 2005 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 21, 2005 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 21, 2005 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 18, 2005 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 27, 2004 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 23, 2004 | PARI | TEAS VOLUNTARY AMENDMENT RECEIVED | — |
| Nov 23, 2004 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 23, 2004 | NWAP | NEW APPLICATION ENTERED | — |