USPTO serial 99881650
NEUBERGER MATERIALITY MATRIX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- GADSON, SHARI B.
- Law office
- TMO LAW OFFICE 120
What this means
Status 638 means your application has been assigned to a USPTO examining attorney who is reviewing it against federal law and existing marks. The first office action or approval usually follows within a few months. Monitor TSDR for the examiner's first action. No filing is required until an office action or other requirement is issued.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Claudia W. Stangle
Claudia W. Stangle Leydig, Voit & Mayer, Ltd.180 N. Stetson AvenueSuite 4900Chicago, IL 60601Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge funds, private equity funds, wrap fee programs, separate accounts, variable annuity programs, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custody services, namely, commission of servicing and management of financial assets; management and investment of funds and assets of others; capital investment services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others, and confirming and tracking financial transactions for others; insurance investment services; trust and estate planning and management services; retirement planning services; real estate investment and trust advisory and management services. | ACTIVE | Apr 13, 2026 |
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 |
|---|---|---|---|
| Nov 4, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 3, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 12, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 12, 2026 | NWAP | NEW APPLICATION ENTERED | — |