PUTNAM U.S. HOLDINGS I, LLC logo

PUTNAM U.S. HOLDINGS I, LLC

15 Marks
First Filed:Jul 21, 2010Latest Filed:Sep 30, 2025Address:100 Federal Street, Boston, MA 02110, US

Portfolio Overview

Registered
9(60%)
Pending
1(7%)
Dead
5(33%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
15(100%)
Class 35
Advertising, Business Services & Retail
2(13%)
Class 42
Software, IT Services & Scientific Research
1(7%)

TTAB Proceedings

No litigation activity

Top Firms

CM Law PLLC(Sep 2025)
15

Trademark Activity Timeline(2010 – 2025)

Trademark Portfolio

15 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
99420763
99420763
Service Mark
Design
PENDING
Owner:
Serial:99420763
Filed:Sep 30, 2025
Classes:36
Goods & Services
Class 036: Mutual fund investment, brokerage, management, 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; financial planning; securities brokerage services; money management; 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; 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
PLANVISUALIZER
PLANVISUALIZER
Service Mark
Word
REGISTERED
Owner:
Serial:98228096
Filed:Oct 17, 2023
Classes:36, 42
Registration:7638903
Registered:Jan 7, 2025
Goods & Services
Financial investment analysis; Financial planning analysis; Providing financial information the fields of financial planning, investments, benefit plans, and retirement; Provision of financial information; Providing financial advisory services, namely, financial advisory services rendered online; Financial advisory services in the nature of assessing and analyzing retirement data and parameters for optimizing financial planning and financial programs; Providing financial information pertaining to finance, benefit plans, investments and retirement planning, through electronic means; Providing financial information consisting of financial updates, information, opinion and advice accessible via computer networks and communication networks, including global computer networks for display on mobile devices; Financial advisory services in the nature of financial modeling; Consulting services in the field of employee benefit plans concerning insurance and finance accessible via computer networks, including global computer networks for display on mobile devices; Providing information in the field of employee financial benefit plans accessible via computer networks, including global computer networks for display on mobile devices; Providing temporary use of online non-downloadable software applications for accessing data analysis in the field of finance, investments, benefit plans, and retirement; Providing temporary use of online non-downloadable software applications for accessing data analysis; Providing temporary use of on-line non-downloadable software and applications for analyzing and assessing data in the field of benefit plans, investments, retirement, and finance; Providing temporary use of on-line non-downloadable software for use by financial service providers to track and test information relating to benefit plans, investments, retirement, and finance; Providing temporary use of on-line non-downloadable software for use by financial service providers for financial and benefit plan modeling and predictions
THRIVING PEOPLE
THRIVING PEOPLE
Service Mark
Word
REGISTERED
Owner:
Serial:97024579
Filed:Sep 13, 2021
Classes:36
Registration:6946175
Registered:Jan 10, 2023
Goods & Services
Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; 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; 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 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; excluding venture capital services from all of the foregoing services
THRIVING PLANET
THRIVING PLANET
Service Mark
Word
REGISTERED
Owner:
Serial:97024603
Filed:Sep 13, 2021
Classes:36
Registration:6946176
Registered:Jan 10, 2023
Goods & Services
Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; 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; 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 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; excluding venture capital services from all of the foregoing services
THRIVING PUBLIC
THRIVING PUBLIC
Service Mark
Word
REGISTERED
Owner:
Serial:97024547
Filed:Sep 13, 2021
Classes:36
Registration:6946174
Registered:Jan 10, 2023
Goods & Services
Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; 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; 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 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; excluding venture capital services from all of the foregoing services
37 CAPITAL
37 CAPITAL
Service Mark
Combined
REGISTERED
Owner:
Serial:88225113
Filed:Dec 11, 2018
Classes:35, 36
Registration:5819313
Registered:Jul 30, 2019
Goods & Services
hedge fund investment, brokerage and distribution services; hedge fund administration services, namely, financial administration of hedge funds; investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; [ marketing for hedge fund investment, brokerage, advice, consultation and distribution services; marketing for financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services ]; "CAPITAL"
37 CAPITAL
37 CAPITAL
Service Mark
Word
REGISTERED
Owner:
Serial:88222847
Filed:Dec 10, 2018
Classes:35, 36
Registration:5871650
Registered:Oct 1, 2019
Goods & Services
hedge fund investment, brokerage and distribution services; hedge fund administration services, namely, financial administration of hedge funds; investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; marketing for hedge fund investment, brokerage, advice, consultation and distribution services; marketing for financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; "CAPITAL"
BLUESCALE
BLUESCALE
Service Mark
Word
CANCELLED
Owner:
Serial:87662957
Filed:Oct 27, 2017
Classes:36
Registration:5496502
Registered:Jun 19, 2018
Goods & Services
hedge fund investment, brokerage and distribution services; hedge fund administration services, namely, financial administration of hedge funds; investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services
BLUESCALE CAPITAL
BLUESCALE CAPITAL
Service Mark
Word
CANCELLED
Owner:
Serial:87662969
Filed:Oct 27, 2017
Classes:36
Registration:5496503
Registered:Jun 19, 2018
Goods & Services
hedge fund investment, brokerage and distribution services; hedge fund administration services, namely, financial administration of hedge funds; investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; "CAPITAL"
SELIGO
SELIGO
Service Mark
Combined
CANCELLED
Owner:
Serial:87662641
Filed:Oct 27, 2017
Classes:36
Registration:5496494
Registered:Jun 19, 2018
Goods & Services
hedge fund investment, brokerage and distribution services; hedge fund administration services, namely, financial administration of hedge funds; investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; all of the foregoing excluding services in relation to and in the industries of waste, waste treatment, waste management, waste disposal
SELIGO
SELIGO
Service Mark
Word
CANCELLED
Owner:
Serial:87662600
Filed:Oct 27, 2017
Classes:36
Registration:5496492
Registered:Jun 19, 2018
Goods & Services
hedge fund investment, brokerage and distribution services; hedge fund administration services, namely, financial administration of hedge funds; investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; all of the foregoing excluding services in relation to and in the industries of waste, waste treatment, waste management, waste disposal
SELIGO CAPITAL
SELIGO CAPITAL
Service Mark
Word
CANCELLED
Owner:
Serial:87662624
Filed:Oct 27, 2017
Classes:36
Registration:5526374
Registered:Jul 24, 2018
Goods & Services
hedge fund investment, brokerage and distribution services; hedge fund administration services, namely, financial administration of hedge funds; investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; all of the foregoing excluding services in relation to and in the industries of waste, waste treatment, waste management, waste disposal; "CAPITAL"
PUTNAM
PUTNAM
Service Mark
Word
REGISTERED
Owner:
Serial:85281151
Filed:Mar 30, 2011
Classes:36
Registration:4276379
Registered:Jan 15, 2013
Goods & Services
Mutual fund investment, brokerage, management, 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; financial planning; securities brokerage services; money management; 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; 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; all excluding insurance and reinsurance underwriting services
PUTNAM INVESTMENTS
PUTNAM INVESTMENTS
Service Mark
Word
REGISTERED
Owner:
Serial:85281157
Filed:Mar 30, 2011
Classes:36
Registration:4276380
Registered:Jan 15, 2013
Goods & Services
Mutual fund investment, brokerage, management, 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; financial planning; securities brokerage services; money management; 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; 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; all excluding insurance and reinsurance underwriting services; "INVESTMENTS"
PERFORMANCE IN MOTION
PERFORMANCE IN MOTION
Service Mark
Word
REGISTERED
Owner:
Serial:85089176
Filed:Jul 21, 2010
Classes:36
Registration:4097812
Registered:Feb 14, 2012
Goods & Services
Financial sponsorship of entertainment, cultural, and sporting events; charitable services, namely, financial sponsorship of entertainment, cultural, and sporting events | Entertainment services, namely, arranging community sporting, cultural, and entertainment competitions, namely, horse show and equestrian competitions, alpine skiing competitions, and snowboarding competitions for charitable fundraising purposes in which prizes are awarded; arranging of exhibitions for cultural or entertainment or sporting purposes; organization of community events, namely, sporting events, cultural events, and sport competitions, namely, horse show and equestrian competitions, alpine skiing competitions, and snowboarding competitions; entertainment events in the nature of live visual and audio performances, namely, drama plays, ballet and dance performances, orchestra performances, athletic exhibitions, live musical group performances, comedy shows, musical variety shows

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