NEUBERGER CUSTOM DIRECT INVESTING (CDI)
Live / Registered — Registered (as of 30 Jun 2026)
What this means for you
Registered since 30 Jun 2026. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 30 Jun 2032: the §8 declaration of use).
Record
- Serial number
- 99528323
- Registration number
- 8322737
- Mark type
- Slogan / phrase
- Filed
- 03 Dec 2025
- Published for opposition
- 12 May 2026
- Registered
- 30 Jun 2026
- Next maintenance filing
- §8 declaration of use, due by 30 Jun 2032 (grace period to 30 Dec 2032)
- Attorney of record
- Claudia W. Stangle
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial services, namely, providing an interactive website featuring information and links relating to investment advisory services, investment management services and financial management; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, models, hedge funds, private equity funds, funds investment, wrap fee programs, separate accounts, 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 financial 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; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; clearance services, namely, clearing and settling financial transactions on behalf of others; Financial custody services, namely, maintaining possession of financial assets and securities for others for financial management purposes, and confirming and tracking financial transactions for others; retirement planning services, namely, financial planning for retirement; real estate investment services.
Owner
- Neuberger Berman Group LLC, New York, NY, US
- Neuberger Berman Group LLC, New York, NY, US
- Neuberger Berman Group LLC, New York, NY, US
Prosecution history
- 30 Jun 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 30 Jun 2026 — REGISTERED-PRINCIPAL REGISTER
- 22 May 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 22 May 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 22 May 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 12 May 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 12 May 2026 — PUBLISHED FOR OPPOSITION
- 06 May 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 15 Apr 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 Apr 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 14 Apr 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 14 Apr 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 13 Apr 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 13 Apr 2026 — NON-FINAL ACTION E-MAILED
- 13 Apr 2026 — NON-FINAL ACTION WRITTEN