USPTO serial 97708494
INVEST WITH CONFIDENCE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 19, 2023
- Examiner
- PRIZANT, JAMES
- Law office
- PUBLICATION AND ISSUE SECTION
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.
Need help with INVEST WITH CONFIDENCE?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Lynn M. Jordan
Lynn M. Jordan Kelly IP, LLP1300 19th Street, NWSuite 420Washington, DC 20036Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software and mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable computer game software in the fields of investment, investment management, portfolio management, asset management, and financial and monetary affairs; downloadable computer game software offered via the internet and wireless devices; downloadable video recordings and video content featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable electronic publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability and online financial services; downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; downloadable webinars in the field of finance, investment, and retirement; downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning | ACTIVE | Jun 9, 2012 |
| 016 | Printed publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement | ACTIVE | — |
| 036 | Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; mutual fund investment services; providing advice, information and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; provision of information and data concerning stocks and bonds; advisory services related to stocks, bonds, and other investment vehicles; hedge fund investment services; financial services, namely, operation and management of hedge funds | ACTIVE | Jul 1, 1993 |
| 041 | Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; providing online non-downloadable videos and video content featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; providing a website featuring non-downloadable electronic publications being magazines, newsletters, blogs, and articles, videos, and video content in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement | ACTIVE | Jun 1, 2000 |
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 T. Rowe Price Group, Inc.
- Other trademarks owned by T. Rowe Price Group, Inc.
- Other trademarks owned by T. Rowe Price Group, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 036
- Other trademarks in Class 041
- Similar marks named INVEST WITH CONFIDENCE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 15, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 15, 2024 | 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. |
| Oct 15, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 15, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 15, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 19, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 19, 2023 | 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. |
| Jul 4, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 4, 2023 | 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. |
| Jun 14, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 26, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 12, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 25, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 25, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 25, 2023 | 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. |
| Apr 25, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 25, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 5, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 12, 2022 | NWAP | NEW APPLICATION ENTERED | — |