USPTO serial 86850461
MANAGED360
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 26, 2016
- Examiner
- SINGH, TEJBIR
- 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
PENNINGTON, NJ, US
King of Prussia, PA, US
King of Prussia, PA, US
King of Prussia, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Joshua W. Newman
Joshua W. Newman REED SMITH LLP10 South Wacker DriveChicago, IL 60606United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | FINANCIAL AND INVESTMENT MANAGEMENT SERVICES; MANAGED ACCOUNT INVESTMENT SERVICES | ACTIVE | Jun 1, 2015 |
| 042 | PROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, TRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE USERS TO ACCESS MANAGED ACCOUNT ADVISORY SOLUTIONS, GENERATE INVESTMENT PORTFOLIOS, OPEN NEW ACCOUNTS, PERFORM ACCOUNT MAINTENANCE, GENERATE PERFORMANCE REPORTS, ASSIST IN INVESTMENT SELECTION, PERFORM PORTFOLIO ANALYTICS, CONDUCT BILLING AND FEE PROCESSING, ACCESS EDUCATIONAL AND TRAINING RESOURCES AND INVESTMENT SOLUTIONS AND RESEARCH | ACTIVE | Jun 1, 2015 |
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 BNY MELLON ADVISORS, INC.
- Other trademarks owned by Lockwood Advisors, Inc.
- Other trademarks owned by Lockwood Advisors, Inc.
- Other trademarks owned by Lockwood Advisors, Inc.
- Other trademarks in Class 036
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 30, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Oct 30, 2026 | 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. |
| Oct 30, 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. |
| Oct 30, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 13, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 26, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 16, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 14, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jan 14, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 14, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 28, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 26, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 26, 2016 | 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 10, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 10, 2016 | 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. |
| Apr 20, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 4, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 4, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 22, 2015 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Dec 21, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 19, 2015 | NWAP | NEW APPLICATION ENTERED | — |