USPTO serial 79369883
VONTOBEL. EMPOWERING INVESTORS TO BUILD BETTER FUTURES.
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 6, 2024
- Examiner
- MATZINGER, AMY L
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Matthew P. Hintz, Esq.
Matthew P. Hintz, Esq. Lowenstein Sandler LLPOne Lowenstein DriveRoseland, NJ 07068UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable electronic publications in the nature of newsletters and magazines in the field of financial services and investment matters; Downloadable electronic data files featuring information on financial and investment matters; prerecorded magnetic, optical and electronic data media files and recorded media files featuring information on financial and investment matters; downloadable and recorded computer software for banking purposes; downloadable and recorded computer application software for mobile phones, portable media players, handheld computers, namely, mobile applications for banking purposes; data processing apparatus in the nature of card readers for credit cards, debit cards, and bank cards, computer mice; electronic apparatus for payment services in the nature of payment terminals and electronic and magnetic ID cards for use in connection with payment for services; downloadable electronic newsletters in the field of financial and investment matters | ACTIVE | — |
| 016 | Printed matter, namely, brochures, booklets and books in the field of financial and investment matters; printed periodicals in the field of financial and investment matters; printed general feature magazines; printed pamphlets in the field of financial and investment matters; printed books in the field of financial and investment matters; printed manuals and handbooks in the field of financial and investment matters; printed teaching materials in the field of financial and investment matters; printed calendars; printed photographs; stationery; office requisites, namely, cards, envelopes, notebooks, pads, paper, pens, pencils, document holders | ACTIVE | — |
| 035 | Commercial business management; Office work, namely, providing secretarial services; business management and organization consultancy; providing business advice in the field of processing of commercial transactions; professional business consultancy relating to acquisition and mergers; commercial activity appraisal services, namely, business appraisals; estate planning and economic estate planning; business investigations; business development consulting services; preparation of business reports specifically for commercial and industrial businesses, private individuals, public and private institutions; providing business information via global computer networks; business appraisals and business efficiency advice; business management analysis, namely, assessing and analyzing the structure of companies and company procedures; business evaluation of employee productivity and preparing business reports relating to the same; compiling and providing statistical information for business purposes; marketing research; economic forecasting; compilation, processing, systemization and administration of data in databases; tax preparation; public relations; telephone answering for unavailable subscribers; arranging and conducting exhibitions for trade and industry for business purposes; arranging and conducting exhibitions for business and advertising purposes; accounting and services provided by consultants relating to accounting; account auditing, namely, review of customer accounts of business accounts; staff placement; services provided by consultants in the field of personnel management; placement of external asset managers, namely, financial advisers; payroll preparation; document reproduction; cost price analysis | ACTIVE | — |
| 036 | Banking services; Processing of financial and banking services via global computer networks; online banking services accessible by means of downloadable mobile applications; electronic banking via a global computer network in the nature of monetary exchange services; financial advice; financial transaction services, namely, providing secure transactions in the field of banking and payment options; financial services, namely, financial management of investments, namely, stocks, derivatives, structured products, funds, mutual funds and bonds; financial analysis; corporate finance services, namely, consultation in the fields of mergers and acquisitions, asset sales and capital; financial evaluation in the field of mergers and acquisitions and in the field of brokerage of stocks, derivatives, structured products, funds, mutual funds and bonds; preparation of financial reports; financial sponsorship of cultural events, conferences, sporting events, political events and financial and economic seminars; financial investment brokerage services; investment management; investment brokerage and investment consultation; providing information in the field of banking, finance, and financial investments via the internet; debt collection agency services; brokerage services for stocks, derivatives, structured products, funds, mutual funds and bonds; business liquidation services; financial investment services, namely, administering the issuance of securities; trustee services in the nature of acting as a custodian bank for investment funds; financial services, namely, the trading of securities and derivatives, and currency exchange services; financial management; lease-purchase financing; arranging and guaranteeing of loans for others; rental of bank safes; financial advice relating to tax matters; financial advice relating to inheritance matters as well as the financial execution of wills and the financial liquidation and distribution of estates; financial estate planning; real estate affairs, namely, real estate agency services, real estate trustee services and real estate management consultation; appraisal of buildings, rental of buildings for permanent occupancy, building leasing; financial management of employee pension funds; insurance services, namely, insurance brokerage services, life insurance settlement services, insurance carrier services; Financial calculation services for others, namely, calculation of stock indices and stock market indices | ACTIVE | — |
| 042 | Providing temporary use of non-downloadable computer software that enables a user to perform financial and banking transactions via an interactive Internet platform; Application service provider (ASP) featuring software that enables a user to perform banking and financial transactions; design and development of computer hardware and software; updating of computer software; installation and maintenance of computer software; computer system analysis; rental of computers and computer software; technical project studies in the nature of conducting scientific feasibility studies in the field of new technologies; quality control for others; website maintenance for others, including optimization, analysis and verification | ACTIVE | — |
| 045 | Legal services; Provision of expert legal opinions; legal services, namely, providing legal advice for the purpose of estate succession planning; supervising the execution of wills; assessing standards and practices to assure compliance with financial laws and regulations, tax laws and regulations, banking laws and regulations, and financial market laws and regulations | 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.
- Other trademarks owned by Vontobel Holding AG
- Other trademarks owned by Vontobel Holding AG
- Other trademarks owned by Vontobel Holding AG
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Other trademarks in Class 045
- Similar marks named VONTOBEL. EMPOWERING INVESTORS TO BUILD BETTER FUTURES.
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 29, 2025 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Aug 14, 2025 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Aug 14, 2025 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Aug 14, 2025 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Mar 29, 2025 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Jan 30, 2025 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Jan 30, 2025 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Nov 6, 2024 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Aug 6, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 6, 2024 | 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. |
| May 21, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 21, 2024 | 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. |
| May 1, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 17, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 16, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 16, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 16, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 16, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 12, 2024 | CREV | CORRECTION FROM IB ENTERED - ATTORNEY REVIEW REQUIRED | — |
| Mar 17, 2024 | CRCV | CORRECTION TRANSACTION RECEIVED FROM IB | — |
| Feb 3, 2024 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Dec 11, 2023 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Dec 11, 2023 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Dec 11, 2023 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 19, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 7, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 7, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 7, 2023 | 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. |
| Oct 11, 2023 | RFNT | REFUSAL PROCESSED BY IB | — |
| Sep 15, 2023 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Sep 15, 2023 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Aug 26, 2023 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Aug 25, 2023 | 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. |
| Aug 24, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| May 30, 2023 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| May 26, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 24, 2023 | LIMI | LIMITATION FROM ORIGINAL APPLICATION ENTERED | — |
| May 18, 2023 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |