PUTNAM RETAIL MANAGEMENT, LP logo

PUTNAM RETAIL MANAGEMENT, LP

44 Marks
LP
First Filed:Aug 23, 1999Latest Filed:May 20, 2022Address:100 Federal Street, Boston, MA 02110

Portfolio Overview

Registered
7(16%)
Dead
37(84%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
32(73%)
Class 41
Education and Entertainment
3(7%)
Class 35
Advertising, Business Services & Retail
3(7%)

TTAB Proceedings

Total Proceedings
5
As Plaintiff
3(60%)
As Defendant
2(40%)

Top Firms

Gesmer Updegrove LLP(May 2020)
29
CM Law PLLC(May 2022)
10

Trademark Activity Timeline(1999 – 2023)

Trademark Portfolio

44 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PUTNAM BIOREVOLUTION
PUTNAM BIOREVOLUTION
Service Mark
Word
REGISTERED
Owner:
Serial:97421006
Filed:May 20, 2022
Classes:36
Registration:7147181
Registered:Aug 22, 2023
Goods & Services
Financial advisory, planning and management services; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management in the financial field; financial administration of retirement plans administration services; financial administration of investment accounts and investment management services; providing financial news and information, financial information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance
PUTNAM DYNAMIC LOW VOLATILITY TOTAL RETURN INDEX
PUTNAM DYNAMIC LOW VOLATILITY TOTAL RETURN INDEX
Service Mark
Word
ABANDONED
Owner:
Serial:88902004
Filed:May 5, 2020
Classes:35
Goods & Services
"LOW VOLATILITY TOTAL RETURN INDEX"
PUTNAM DYNAMIC LOW VOLATILITY EXCESS RETURN INDEX
PUTNAM DYNAMIC LOW VOLATILITY EXCESS RETURN INDEX
Service Mark
Word
REGISTERED
Owner:
Serial:88884496
Filed:Apr 23, 2020
Classes:35
Registration:6584302
Registered:Dec 7, 2021
Goods & Services
"LOW VOLATILITY EXCESS RETURN INDEX"
PUTNAM DYNAMIC LOW VOLATILITY INDEX
PUTNAM DYNAMIC LOW VOLATILITY INDEX
Service Mark
Word
ABANDONED
Owner:
Serial:88844703
Filed:Mar 23, 2020
Classes:35
Goods & Services
"LOW VOLATILITY INDEX"
TARGETDATEVISUALIZER
TARGETDATEVISUALIZER
Service Mark
Word
REGISTERED
Owner:
Serial:88822631
Filed:Mar 5, 2020
Classes:42
Registration:6253233
Registered:Jan 19, 2021
Goods & Services
Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modeling
FUNDVISUALIZER
FUNDVISUALIZER
Trademark
Word
REGISTERED
Owner:
Serial:87807161
Filed:Feb 22, 2018
Classes:9
Registration:5589390
Registered:Oct 23, 2018
Goods & Services
Computer software for use in financial data analysis and investment portfolio modeling; downloadable software in the nature of a mobile application for use in financial data analysis and investment portfolio modeling | Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modeling
EXPECT MORE FROM RETIREMENT
EXPECT MORE FROM RETIREMENT
Service Mark
Word
REGISTERED
Owner:
Serial:85853333
Filed:Feb 19, 2013
Classes:36
Registration:4406934
Registered:Sep 24, 2013
Goods & Services
Mutual fund investment, administration, distribution, brokerage, and investment advisory services; financial services, namely, investment management, financial management, financial analysis, consultation, and financial planning services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, or other types of financial investments; management of portfolios comprising securities; financial services, namely, mutual fund, sector fund and exchange traded fund investment services; financial services, namely, financial planning, wealth planning, financial asset management, and financial asset protection; financial services, namely, investment planning for retirement; financial services, namely, financial analysis, consultation, management and planning services; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance; providing financial information by electronic means
FUNDVISUALIZER
FUNDVISUALIZER
Trademark
Word
CANCELLED
Owner:
Serial:85634197
Filed:May 24, 2012
Classes:9
Registration:4348278
Registered:Jun 4, 2013
FUNDVISUALIZER
FUNDVISUALIZER
Service Mark
Word
REGISTERED
Owner:
Serial:85383706
Filed:Jul 28, 2011
Classes:42
Registration:4181021
Registered:Jul 24, 2012
Goods & Services
Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modelling
PUTNAM LIFETIME INCOME SCORE
PUTNAM LIFETIME INCOME SCORE
Service Mark
Word
CANCELLED
Owner:
Serial:85315720
Filed:May 9, 2011
Classes:36
Registration:4495162
Registered:Mar 11, 2014
Goods & Services
"LIFETIME INCOME SCORE"
PUTNAM GRAND PRIX
PUTNAM GRAND PRIX
Service Mark
Word
ABANDONED
Owner:
Serial:85259599
Filed:Mar 7, 2011
Classes:36
Goods & Services
"GRAND PRIX"
PUTNAM INVESTMENTS GRAND PRIX
PUTNAM INVESTMENTS GRAND PRIX
Service Mark
Word
ABANDONED
Owner:
Serial:85259595
Filed:Mar 7, 2011
Classes:36
Goods & Services
"INVESTMENTS GRAND PRIX" FOR INTERNATIONAL CLASS 36 AND "GRAND PRIX" FOR INTERNATIONAL CLASS 41
THE BOSTON EQUESTRIAN CLASSIC
THE BOSTON EQUESTRIAN CLASSIC
Service Mark
Word
CANCELLED
Owner:
Serial:85259589
Filed:Mar 7, 2011
Classes:36
Registration:4192113
Registered:Aug 14, 2012
Goods & Services
"EQUESTRIAN" FOR INTERNATIONAL CLASS 41
THE PUTNAM BOSTON EQUESTRIAN CLASSIC
THE PUTNAM BOSTON EQUESTRIAN CLASSIC
Service Mark
Word
ABANDONED
Owner:
Serial:85259604
Filed:Mar 7, 2011
Classes:41
Goods & Services
"BOSTON EQUESTRIAN CLASSIC"
THE PUTNAM BOSTON EQUESTRIAN CLASSIC
THE PUTNAM BOSTON EQUESTRIAN CLASSIC
Service Mark
Word
ABANDONED
Owner:
Serial:85259583
Filed:Mar 7, 2011
Classes:36
Goods & Services
"BOSTON EQUESTRIAN CLASSIC"
ABSOLUTE RETURN 100 FUND
ABSOLUTE RETURN 100 FUND
Service Mark
Word
CANCELLED
Owner:
Serial:85235732
Filed:Feb 7, 2011
Classes:36
Registration:4031343
Registered:Sep 27, 2011
Goods & Services
"ABSOLUTE RETURN" AND "FUND"
ABSOLUTE RETURN 300 FUND
ABSOLUTE RETURN 300 FUND
Service Mark
Word
CANCELLED
Owner:
Serial:85235739
Filed:Feb 7, 2011
Classes:36
Registration:4031344
Registered:Sep 27, 2011
Goods & Services
"ABSOLUTE RETURN" AND "FUND"
ABSOLUTE RETURN 500 FUND
ABSOLUTE RETURN 500 FUND
Service Mark
Word
CANCELLED
Owner:
Serial:85235751
Filed:Feb 7, 2011
Classes:36
Registration:4031345
Registered:Sep 27, 2011
Goods & Services
"ABSOLUTE RETURN" AND "FUND"
ABSOLUTE RETURN 700 FUND
ABSOLUTE RETURN 700 FUND
Service Mark
Word
CANCELLED
Owner:
Serial:85235754
Filed:Feb 7, 2011
Classes:36
Registration:4031346
Registered:Sep 27, 2011
Goods & Services
"ABSOLUTE RETURN" AND "FUND"
WORKPLACE SAVINGS 3.0
WORKPLACE SAVINGS 3.0
Service Mark
Word
CANCELLED
Owner:
Serial:85106971
Filed:Aug 13, 2010
Classes:36
Registration:4161755
Registered:Jun 19, 2012
Goods & Services
"WORKPLACE SAVINGS"
LIFETIME PAYCHECK
LIFETIME PAYCHECK
Service Mark
Word
ABANDONED
Owner:
Serial:77818184
Filed:Sep 2, 2009
Classes:36
Goods & Services
"LIFETIME"
RETIREMENT LIFETIME PAYCHECK
RETIREMENT LIFETIME PAYCHECK
Service Mark
Word
ABANDONED
Owner:
Serial:77818179
Filed:Sep 2, 2009
Classes:36
Goods & Services
"RETIREMENT LIFETIME"
AMERICA'S RETIREMENT PAYCHECK
AMERICA'S RETIREMENT PAYCHECK
Service Mark
Word
ABANDONED
Owner:
Serial:77750012
Filed:Jun 2, 2009
Classes:36
Goods & Services
"RETIREMENT"
PUTNAM WORKPLACE SAVINGS 3.0
PUTNAM WORKPLACE SAVINGS 3.0
Service Mark
Word
ABANDONED
Owner:
Serial:77750018
Filed:Jun 2, 2009
Classes:36
Goods & Services
"WORKPLACE SAVINGS"
RETIREMENT PAYCHECK
RETIREMENT PAYCHECK
Service Mark
Word
ABANDONED
Owner:
Serial:77719274
Filed:Apr 22, 2009
Classes:36
Goods & Services
"RETIREMENT"
WORKPLACE SAVINGS
WORKPLACE SAVINGS
Service Mark
Word
ABANDONED
Owner:
Serial:77719276
Filed:Apr 22, 2009
Classes:36
A WORLD OF INVESTING FOR COLLEGE
A WORLD OF INVESTING FOR COLLEGE
Service Mark
Word
CANCELLED
Owner:
Serial:77675359
Filed:Feb 21, 2009
Classes:36
Registration:3883531
Registered:Nov 30, 2010
Goods & Services
"INVESTING FOR COLLEGE"
A WORLD OF INVESTING FOR RETIREMENT
A WORLD OF INVESTING FOR RETIREMENT
Service Mark
Word
ABANDONED
Owner:
Serial:77675358
Filed:Feb 21, 2009
Classes:36
Goods & Services
"INVESTING FOR RETIREMENT"
WELCOME TO A WORLD OF ABSOLUTE RETURN
WELCOME TO A WORLD OF ABSOLUTE RETURN
Service Mark
Word
CANCELLED
Owner:
Serial:77675362
Filed:Feb 21, 2009
Classes:36
Registration:3857659
Registered:Oct 5, 2010
Goods & Services
"ABSOLUTE RETURN"
THINK OUTSIDE THE STYLE BOX
THINK OUTSIDE THE STYLE BOX
Service Mark
Word
ABANDONED
Owner:
Serial:77629170
Filed:Dec 9, 2008
Classes:36
A WORLD OF INVESTING
A WORLD OF INVESTING
Service Mark
Word
REGISTERED
Owner:
Serial:77625925
Filed:Dec 3, 2008
Classes:36
Registration:3883449
Registered:Nov 30, 2010
Goods & Services
Class 036: Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance
WELCOME TO A WORLD OF INVESTING
WELCOME TO A WORLD OF INVESTING
Service Mark
Word
ABANDONED
Owner:
Serial:77625940
Filed:Dec 3, 2008
Classes:36
Goods & Services
"INVESTING"
SMART GOAL
SMART GOAL
Service Mark
Word
EXPIRED
Owner:
Serial:78435180
Filed:Jun 15, 2004
Classes:36
Registration:2985445
Registered:Aug 16, 2005
PREDIVERSIFIED OPTIONS
PREDIVERSIFIED OPTIONS
Service Mark
Word
CANCELLED
Owner:
Serial:78242518
Filed:Apr 27, 2003
Classes:36
Registration:2859118
Registered:Jun 29, 2004
PUTNAM INSIGHT
PUTNAM INSIGHT
Service Mark
Word
CANCELLED
Owner:
Serial:78148686
Filed:Jul 30, 2002
Classes:36
Registration:2968084
Registered:Jul 12, 2005
Goods & Services
Class 036: FINANCIAL SERVICES, NAMELY, PROVIDING RETIREMENT PLAN INFORMATION, ACCOUNT INFORMATION, RETIREMENT PLAN OBJECTIVES AND PERFORMANCE INFORMATION, ACCOUNT PERFORMANCE INFORMATION, AND OTHER INFORMATION RELATING TO INVESTMENTS; ELECTRONIC NOTIFICATION SERVICES REGARDING RETIREMENT PLAN INFORMATION, ACCOUNT INFORMATION, RETIREMENT PLAN OBJECTIVES AND PERFORMANCE INFORMATION AND ACCOUNT PERFORMANCE INFORMATION, AND OTHER INFORMATION RELATING TO INVESTMENTS AND ACCOUNT TRANSACTIONS; FINANCIAL PLANNING FOR RETIREMENT AND OTHER FINANCIAL ISSUES; [ FUND TRANSFER SERVICES; ] RETIREMENT PLAN AND ACCOUNT ADMINISTRATION, MANAGEMENT, AND REPORTING SERVICES; PROVIDING INFORMATION ABOUT RETIREMENT PLAN AND ACCOUNT DOCUMENTS; FINANCIAL PLANNING AND INVESTMENT STRATEGY INFORMATION, FINANCIAL AND INVESTMENT RESEARCH AND RESEARCH TOOLS, AND FINANCIAL AND INVESTMENT DATABASES; FINANCIAL AND INVESTMENT NEWS AND LINKS TO OTHER WEB SITES FEATURING FINANCIAL AND INVESTMENT INFORMATION; COLLABORATIVE COMMUNICATIONS REGARDING FINANCIAL PLANNING FOR INVESTMENT AND RETIREMENT ACCOUNTS, INVESTMENT AND RETIREMENT OBJECTIVES AND PERFORMANCE; ALL BY MEANS OF A WEB SITE ON A GLOBAL COMPUTER NETWORK
PUTNAM ONLINE
PUTNAM ONLINE
Service Mark
Word
ABANDONED
Owner:
Serial:78148682
Filed:Jul 30, 2002
Classes:36
Goods & Services
Class 036: Financial services, namely, providing retirement plan information, account information, retirement plan objectives and performance information, account performance information, and other information relating to investments; electronic notification services regarding retirement plan information, account information, retirement plan objectives and performance information and account performance information, and other information relating to investments and account transactions; financial planning for retirement and other financial issues; fund transfer services; retirement plan and account administration, management, and reporting services; electronic access to retirement plan and account documents, financial planning and investment strategy information, financial and investment research and research tools, and financial and investment databases; financial and investment news and links to other web sites featuring financial and investment information; collaborative communications regarding financial planning for investment and retirement accounts, investment and retirement account objectives and performance; individual and group calendaring; all by means of a web site on a global computer network.
PREDIVERSIFED INVESTMENT OPTIONS
PREDIVERSIFED INVESTMENT OPTIONS
Service Mark
Word
ABANDONED
Owner:
Serial:76419346
Filed:Jun 10, 2002
Classes:41
Goods & Services
Arranging and conducting training seminars and workshops in the areas of allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning
PREDIVERSIFIED INVESTMENT OPTIONS
PREDIVERSIFIED INVESTMENT OPTIONS
Trademark
Word
ABANDONED
Owner:
Serial:76418900
Filed:Jun 10, 2002
Classes:16
Goods & Services
Printed materials, namely, sales and marketing publications and course materials in the fields of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning
PREDIVERSIFIED INVESTMENT OPTIONS
PREDIVERSIFIED INVESTMENT OPTIONS
Service Mark
Word
ABANDONED
Owner:
Serial:76418835
Filed:Jun 10, 2002
Classes:36
Goods & Services
Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance
RETIREMENTREADY
RETIREMENTREADY
Service Mark
Word
CANCELLED
Owner:
Serial:76419218
Filed:Jun 10, 2002
Classes:41
Registration:2848567
Registered:Jun 1, 2004
Goods & Services
Arranging and conducting training seminars and workshops in the areas of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning
RETIREMENTREADY
RETIREMENTREADY
Trademark
Word
CANCELLED
Owner:
Serial:76419024
Filed:Jun 10, 2002
Classes:16
Registration:2826000
Registered:Mar 23, 2004
Goods & Services
Printed materials, namely, sales and marketing publications and course materials in the fields of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning
RETIREMENTREADY
RETIREMENTREADY
Service Mark
Word
CANCELLED
Owner:
Serial:76419219
Filed:Jun 10, 2002
Classes:36
Registration:2798904
Registered:Dec 23, 2003
Goods & Services
Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance
BUILT FOR BALANCE
BUILT FOR BALANCE
Service Mark
Word
CANCELLED
Owner:
Serial:76304357
Filed:Aug 23, 2001
Classes:36
Registration:2665848
Registered:Dec 24, 2002
Goods & Services
Financial and investment services, namely, investment management, mutual fund investment, brokerage and distribution services; mutual fund administration services
PUTNAM TAX SMART EQUITY FUND
PUTNAM TAX SMART EQUITY FUND
Service Mark
Word
CANCELLED
Owner:
Serial:75782652
Filed:Aug 23, 1999
Classes:36
Registration:2513241
Registered:Nov 27, 2001
Goods & Services
Financial and investment services, namely, investment management, mutual fund investment, brokerage and distribution services; mutual fund administration services; and record keeping and administrative services for employee benefit and retirement plans; "TAX SMART EQUITY FUND"

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