018198388

NB MATERIALITY MATRIX

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February 18, 2020

Trademark Summary

The trademark application NB MATERIALITY MATRIX was filed by Neuberger Berman Group LLC, a Limited Liability Company (the "Applicant"). The application was published for oppositions on March 17, 2020, and it was registered by office on June 24, 2020 without any oppositions.

The application was filed in English (German was selected as the second language).

Appointment and Replacement of representative of the trademark registration was recorded on November 15, 2021. Appointment and Replacement of representative of the trademark registration was recorded on October 4, 2022.

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Goods And Services

• The mark was filed in class 36 with following description of goods:
  
  1. Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services
  2. All the aforesaid services also available via the Internet or a similar electronic network
  3. 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
  4. Financial services, namely, financial research, analysis, consultation, and information services
  5. Financial services, namely, investment fund transfer and transaction services
  6. Financial custody services, namely, commission of servicing and management of financial assets
  7. Management and investment of funds and assets of others
  8. Capital investment services
  9. Financial transaction services, namely, clearing and reconciling financial transactions
  10. 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
  11. Clearance services, namely, clearing and settling financial transactions on behalf of others
  12. Maintaining assets and securities for others, and confirming and tracking financial transactions for others
  13. Insurance investment services
  14. Trust and estate planning and financial management services
  15. Retirement planning services
  16. Real estate investment and trust advisory and financial management services.