T. ROWE PRICE GROUP, INC.
169 Marks
Corp.
First Filed:Jan 27, 1984Latest Filed:Dec 2, 2025Address:1307 Point Street, Baltimore, MD 21231, US
Portfolio Overview
Previous
2Top Classes
Class 36
Insurance, Financial Services & Real EstateClass 9
Electronics, Software & Scientific EquipmentClass 16
Paper Goods and Printed MatterTTAB Proceedings
Total Proceedings
66As Plaintiff
48(73%)As Defendant
18(27%)Top Firms
Loading...
Trademark Activity Timeline(1984 – 2026)
Trademark Portfolio
171 results
(current & previous marks)
Refine by Mark/Description🔽
Filed
Registered
Last Activity
Filters
Ownership
169
2
Status
59
3
62
47
0
Mark Type
137
6
14
14
0
TTAB
1
35
135
46
19
2
2
120

Description: Financial advisory and consultancy services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; Hedge fund management; Hedge fund investment services; Providing financial information via a web site; Mutual fund investment; Investment management; Investment fund management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment management of pension funds; Financial affairs and monetary affairs, namely, financial information, management and analysis services

Description: Class 9: Downloadable audio and video recordings featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; Downloadable webinars in the field of finance, investment, and retirement; Downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning; Downloadable electronic publications in the nature of newsletters, magazines, white papers, reports, and brochures in the field of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs
Class 36: Financial advisory and consultancy services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; Hedge fund management; Hedge fund investment services; Providing financial information via a website; Mutual fund investment; Investment management; Investment fund management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment management of pension funds; Financial affairs and monetary affairs, namely, financial information, management and analysis services
Class 41: Non-downloadable electronic publications in the nature of newsletters, magazines, articles, white papers, reports, podcasts, videos and brochures in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement; Providing online non-downloadable videos in the field of investment, investment management, asset management, portfolio management, financial budgeting, planning for retirement and financial and monetary affairs
Class 36: Financial advisory and consultancy services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; Hedge fund management; Hedge fund investment services; Providing financial information via a website; Mutual fund investment; Investment management; Investment fund management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment management of pension funds; Financial affairs and monetary affairs, namely, financial information, management and analysis services
Class 41: Non-downloadable electronic publications in the nature of newsletters, magazines, articles, white papers, reports, podcasts, videos and brochures in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement; Providing online non-downloadable videos in the field of investment, investment management, asset management, portfolio management, financial budgeting, planning for retirement and financial and monetary affairs

Description: "MONEY" or "KIDS"; Piggy banks

Description: Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, mutual funds, and financial aspects of retirement; providing advice, information, and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, mutual funds, and financial aspects of retirement

Description: Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, white papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; providing online non-downloadable videos and audio and multimedia files featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; providing a website featuring non-downloadable electronic publications, namely, magazines, newsletters, blogs, and articles, videos, and audio and multimedia files in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement; Downloadable computer software and mobile applications for use in the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable computer software and mobile applications for creating, accessing, managing, and monitoring personal financial accounts, investment accounts, and other financial account information; downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable computer game software in the fields of investment, investment management, portfolio management, asset management, and financial and monetary affairs; downloadable video recordings and audio and multimedia files featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable electronic publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability, and online financial services; downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; downloadable webinars in the field of finance, investment, and retirement; downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning; Printed publications and printed matter, namely, newsletters, magazines, educational materials, white papers, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts in the field of financial investment, investment management, asset management, and financial aspects of retiremen; Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; mutual fund investment services; providing advice, information, and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; provision of information and data concerning stocks and bonds; advisory services related to stocks, bonds, and other investment vehicles; hedge fund investment services; financial services, namely, operation and management of hedge funds

Owner:
Serial:98292197
Filed:Nov 30, 2023
Classes:9, 16, 36, +1
Registration:8146179
Registered:Feb 17, 2026
Description: Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; providing online non-downloadable videos and video content featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; providing a website featuring non-downloadable electronic publications being magazines, newsletters, blogs, and articles, videos, and video content in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement; (BASED ON USE IN COMMERCE) Downloadable video recordings and video content featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable electronic publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; downloadable webinars in the field of finance, investment, and retirement; downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning; Downloadable mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable mobile application for providing information related to conferences, networking events, and entertainment; (BASED ON INTENT TO USE) Downloadable mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable mobile application for providing information related to conferences, networking events, and entertainment; Printed publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement; Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; mutual fund investment services; providing advice, information and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; provision of information and data concerning stocks and bonds; advisory services related to stocks, bonds, and other investment vehicles; hedge fund investment services; financial services, namely, operation and management of hedge funds

Description: Providing online, non-downloadable electronic publications, namely, magazines, newsletters, written articles, papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; providing a website featuring non-downloadable electronic publications being magazines, newsletters, blogs, written articles, audio content, videos, and video content in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement; downloadable electronic publications in the nature of written articles, newsletters, papers, magazines, reports, case studies, and white papers in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; downloadable webinars in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; INVESTOR

Description: Financial services in the field of retirement, namely, financial retirement plan consulting; Investment advisory services in the field of retirement; Financial planning for retirement; Financial retirement plan consulting services; Investment management in the field of retirement; Wealth management in the field of retirement; Financial asset management in the field of retirement; Investment brokerage services; Financial administration of retirement plans for retirement plan providers and retirement plan participants

Description: Downloadable computer software and mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable computer game software in the fields of investment, investment management, portfolio management, asset management, and financial and monetary affairs; downloadable computer game software offered via the internet and wireless devices; downloadable video recordings and video content featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable electronic publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability and online financial services; downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; downloadable webinars in the field of finance, investment, and retirement; downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning | Printed publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement | Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; mutual fund investment services; providing advice, information and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; provision of information and data concerning stocks and bonds; advisory services related to stocks, bonds, and other investment vehicles; hedge fund investment services; financial services, namely, operation and management of hedge funds | Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; providing online non-downloadable videos and video content featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; providing a website featuring non-downloadable electronic publications being magazines, newsletters, blogs, and articles, videos, and video content in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement


Description: Downloadable computer software and mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable computer game software in the fields of investment, investment management, portfolio management, asset management, and financial and monetary affairs; downloadable computer game software offered via the internet and wireless devices; downloadable video recordings and video content featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable electronic publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability and online financial services; downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; downloadable webinars in the field of finance, investment, and retirement; downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning | Printed publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement | Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; mutual fund investment services; providing advice, information and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; provision of information and data concerning stocks and bonds; advisory services related to stocks, bonds, and other investment vehicles; hedge fund investment services; financial services, namely, operation and management of hedge funds | Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; providing online non-downloadable videos and video content featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; providing a website featuring non-downloadable electronic publications being magazines, newsletters, blogs, and articles, videos, and video content in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement

Description: Downloadable software in the nature of a mobile application for providing financial savings tools and making financial transactions and electronic fund transfers; downloadable software in the nature of a mobile application for providing financial analysis, financial planning, and financial management tools and information

Description: Providing temporary use of online, non downloadable computer software for providing financial savings tools and making financial transactions and electronic fund transfers; providing temporary use of online, non downloadable computer software for providing financial analysis, financial planning, and financial management tools and information

Description: Entertainment services, namely, providing podcasts in the field of financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, and consultation related to financial aspects of retirement

Description: Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, and financial aspects of retirement; mutual fund investment services; providing advice, information and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, and financial aspects of retirement

Description: Downloadable software in the nature of a mobile application for providing financial savings tools and making financial transactions and electronic fund transfers; downloadable software in the nature of a mobile application for providing financial analysis, financial planning, and financial management tools and information

Description: "SMART AUTOMATIC SAVINGS"

Description: Downloadable software in the nature of a mobile application for providing financial savings tools and making financial transactions and electronic fund transfers; downloadable software in the nature of a mobile application for providing financial analysis, financial planning, and financial management tools and information

Description: Downloadable computer software and mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, and investment portfolios; downloadable computer games in the fields of investment, investment management, portfolio management, asset management, and financial and monetary affairs; downloadable videos and content featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; Downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability and online financial services

Description: Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, and financial aspects of retirement; mutual fund investment services; providing advice, information and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, and financial aspects of retirement







Owner:
Serial:87571437
Filed:Aug 16, 2017
Classes:9, 16, 36, +3
Registration:5716570
Registered:Apr 2, 2019
Description: Computer software to enable uploading, downloading, accessing, posting, displaying, editing, tagging, blogging, streaming, linking, sharing and otherwise providing electronic media and information via computer and communication networks; software for sending and receiving electronic messages, graphics, images, audio and audio visual content via global communication networks; computer software for the collection, editing, organizing, modifying, transmission, storage and sharing of data and information; computer software for accessing, browsing and searching online databases; computer communications software to allow users to access college savings account information; publications and printed matter downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs | printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs | financial services, namely, providing financial information by electronic means in the field of investment, investment management, asset management, and financial and monetary affairs; crowdfunding services in the nature of providing financing from money collected from individuals; online fundraising services in the fields of secondary and collegiate education ; providing an interactive website for users to organize and conduct fundraising events to raise money for college savings plans; providing an interactive website for donors to search for and make monetary contributions to the college savings plans of individuals; providing an interactive website for users to access college savings account information | telecommunications services, namely, electronic transmission of data, messages, graphics, images, audio, video and information; providing online forums for communication on topics of general interest; providing online chat rooms, e-mail and instant messaging services, and electronic bulletin boards for transmission of messages among users in the field of general interest; providing online communications links which transfer website users to other websites; providing access to computer databases in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs | providing computer, electronic and online databases in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs for the purposes of entertainment and education; electronic journals and blogs, featuring user generated or specified content in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs; publishing of electronic publications for others; providing a website featuring non-downloadable publications in the nature of newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs | providing online sites featuring technology that enables online users to create personal profiles featuring social networking information and to transfer and share such information among multiple online sites; providing information from searchable indexes and databases of information, including text, electronic documents, databases, graphics, photographic images and audio visual information, by means of computer and communication networks; providing temporary use of non-downloadable software applications for transmission of audio, video, photographic images, text, graphics and data; computer services in the nature of providing customized online pages featuring user-defined or specified information, personal profiles, audio, video, photographic images, text, graphics and data; providing online sites that gives users the ability to upload, modify and share audio, video, photographic images, text, graphics and data; providing a web site featuring technology that enables users to contribute and collect money for college savings plans; providing a web site featuring technology that enables users to access college savings account information

Description: Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial fields, which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, select investment strategies for accounts, and access insights on current market events; Downloadable mobile application for providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; Publications downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs; Printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs; Full range of services in the investment and financial fields, namely, banking, investment transactions, balance activity reporting, investment brokerage, investment management, investment management of securities portfolios, financial asset management, discretionary asset management, investment advice, management of financial investment accounts, financial investment account management services, investment consultation, investment and financial client profiling, asset allocation, financial research, retirement planning, financial portfolio management, variable annuities investment, trading, custody, and performance reporting of funds and securities; On-line investing of funds, financial portfolio management and financial planning services; Mutual fund investment services; Administration of workplace retirement savings plans; financial administration of retirement plans; Providing information and advice, including information via social media, in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving; Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; "PORTFOLIOS"

Owner:
Serial:87516793
Filed:Jul 5, 2017
Classes:9, 16, 36, +3
Registration:5740452
Registered:Apr 30, 2019
Description: Computer software to enable uploading, downloading, accessing, posting, displaying, editing, tagging, blogging, streaming, linking, sharing and otherwise providing electronic media and information via computer and communication networks; software for sending and receiving electronic messages, graphics, images, audio and audio visual content via global communication networks; computer software for the collection, editing, organizing, modifying, transmission, storage and sharing of data and information; computer software for accessing, browsing and searching online databases; computer communications software to allow users to access college savings account information; publications and printed matter downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs | Printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs | Financial services, namely, providing financial information by electronic means in the field of investment, investment management, asset management, and financial and monetary affairs; crowd funding services in the nature of providing financing from money collected from individuals; online fundraising services in the fields of secondary and collegiate education; providing an interactive website for users to organize and conduct fundraising events to raise money for college savings plans; providing an interactive website for donors to search for and make monetary contributions to the college savings plans of individuals; providing an interactive website for users to access college savings account information | Telecommunications services, namely, electronic transmission of data, messages, graphics, images, audio, video and information; providing online forums for communication on topics of general interest; providing online chat rooms, e-mail and instant messaging services, and electronic bulletin boards for transmission of messages among users in the field of general interest; providing online communications links which transfer website users to other websites; providing access to computer databases in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs | Providing computer, electronic and online databases in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs for the purposes of entertainment and education; electronic journals and blogs, featuring user generated or specified content in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs; publishing of electronic publications for others; providing a website featuring non-downloadable publications in the nature of newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of secondary education, collegiate education, investment, investment management, asset management, and financial and monetary affairs | Providing online sites featuring technology that enables online users to create personal profiles featuring social networking information and to transfer and share such information among multiple online sites; providing information from searchable indexes and databases of information, including text, electronic documents, databases, graphics, photographic images and audio visual information, by means of computer and communication networks; providing temporary use of non-downloadable software applications for transmission of audio, video, photographic images, text, graphics and data; computer services in the nature of providing customized online pages featuring user-defined or specified information, personal profiles, audio, video, photographic images, text, graphics and data; providing online sites that gives users the ability to upload, modify and share audio, video, photographic images, text, graphics and data; providing a web site featuring technology that enables users to contribute and collect money for college savings plans; providing a web site featuring technology that enables users to access college savings account information


Description: Strategic financial and investment advisory services, namely, consultative and diagnostic investment portfolio services for financial advisors; Financial analysis, namely, compiling and analyzing statistics, data, and other sources of information for use in providing consultative and diagnostic investment portfolio services for financial advisors

Description: Providing financial management, advisory, and consultancy services in the field of investment, investment management, asset management, and financial and monetary affairs; Providing financial information by means of a website in the field of investment, investment management, asset management, and financial and monetary affairs; Financial sponsorship of athletic competitions and sporting and entertainment events



Description: Providing a web site featuring information in the field of financial investment and financial aspects of retirement; providing information via social media feeds in the field of financial investment and financial aspects of retirement | Providing online, non-downloadable magazines in the field of financial investment and financial aspects of retirement; providing on-line, non-downloadable electronic newsletters delivered by e-mail in the field of financial investment and financial aspects of retirement; providing online, non-downloadable publications in the nature of newsletters, articles, papers, reports, podcasts, and videos in the field of financial investment and financial aspects of retirement

Description: Retirement consultation services in the field of finance; consultation in the field of financial planning for retirement plan participants

Description: Charitable community and civic support services, namely, organizing and conducting volunteer programs and community service projects; corporate social responsibility services, namely, promoting public awareness of education, financial education, economic development, community building and revitalization, and environmental stewardship; volunteer services, namely, developing and coordinating volunteer projects for charitable organizations; public advocacy to promote public awareness of the welfare, needs, and attributes of the Baltimore, Maryland community and community building and revitalization; promoting economic development in the area of Baltimore, Maryland; charitable services, namely, providing free or discounted services in the nature of business counseling and business information to the community of Baltimore, Maryland; providing information relating to all of the foregoing services, including via websites and social media feeds | Charitable services, namely, providing financial sponsorship of sporting, cultural, educational, and youth development activities and events; charitable services, namely, providing free or discounted financial services in the nature of financial counseling and information in the fields of financial and monetary affairs to the community of Baltimore, Maryland; philanthropic services concerning monetary donations; providing information relating to all of the foregoing services, including via websites and social media feeds

Description: Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts

Description: Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts

Description: Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts

Description: Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; Providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts



Description: "MONEY" AND "KIDS"

Owner:
Serial:86521846
Filed:Feb 2, 2015
Classes:9, 16, 36, +1
Registration:5091832
Registered:Nov 29, 2016
Description: Class 9: Downloadable materials in the nature of glossaries, activity books and sheets featuring games, quizzes and puzzles, and teaching materials, namely, lesson plans and instructional guides, all in the field of personal finance for children
Class 16: [ Printed educational materials in the nature of supplements to magazines in the field of personal finance for children ]
Class 36: Providing a web site featuring financial information in the field of personal finance for children
Class 41: Providing a website featuring non-downloadable instructional videos in the field of personal finance; providing online, non-downloadable videos in the field of personal finance for children; providing online, non-downloadable instructional materials for parents, children and educators in the nature of articles, news releases, fact sheets, tip sheets, research articles, lesson plans, manuals, guides, quizzes, and glossaries in the field of personal finance for children; providing temporary use of online, non-downloadable interactive computer games and quizzes related to personal finance for children
Class 16: [ Printed educational materials in the nature of supplements to magazines in the field of personal finance for children ]
Class 36: Providing a web site featuring financial information in the field of personal finance for children
Class 41: Providing a website featuring non-downloadable instructional videos in the field of personal finance; providing online, non-downloadable videos in the field of personal finance for children; providing online, non-downloadable instructional materials for parents, children and educators in the nature of articles, news releases, fact sheets, tip sheets, research articles, lesson plans, manuals, guides, quizzes, and glossaries in the field of personal finance for children; providing temporary use of online, non-downloadable interactive computer games and quizzes related to personal finance for children

Description: "MONEY" AND "KIDS"; Piggy banks

Description: Providing grants to promote community building and youth programs; financial sponsorship of athletic competitions and sporting and entertainment events

Owner:
Serial:86220265
Filed:Mar 13, 2014
Classes:9, 16, 36, +1
Registration:4980580
Registered:Jun 21, 2016
Description: House mark for a full range of non-downloadable electronic publications, namely, magazines, newsletters, emailed postcards, and brochures in the field of investment, investment management, asset management, and financial and monetary affairs; house mark for a full range of online computer games in the field of investment, investment management, asset management, and financial and monetary affairs; house mark for providing a full range of online non-downloadable videos, and content featuring financial information calculators, namely financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; House mark for downloadable mobile applications for personal investing and budgeting in the fields of investment, investment management, asset management, financial budgeting and financial and monetary affairs; downloadable computer games in the field of investment, investment management, asset management, and financial and monetary affairs; house mark for providing a full range of downloadable videos and content featuring information in the field of investment, investment management, asset management, and financial and monetary affairs; house mark for a full range of downloadable electronic publications, namely, newsletters, magazines and brochures in the field of investment, investment management, asset management, and financial and monetary affairs; House mark for a full range of printed publications and printed matter in the field of investment, investment management, asset management, and financial and monetary affairs; House mark for providing a full range of services in the field of investment, investment management, asset management, and financial and monetary affairs; house mark for providing various information by means of a website in the field of investment, investment management, asset management, and financial and monetary affairs

Description: House mark for downloadable mobile applications for personal investing and budgeting in the fields of investment, investment management, asset management, financial budgeting and financial and monetary affairs; [ downloadable computer games in the field of investment, investment management, asset management, and financial and monetary affairs; ] house mark for a full range of downloadable videos and content, specifically, downloadable fact sheets and reports featuring information in the field of investment, investment management, asset management, retirement and financial planning and financial and monetary affairs; house mark for a full range of downloadable electronic publications, namely, newsletters, magazines and brochures in the field of investment, investment management, asset management, and financial and monetary affairs | House mark for a full range of printed publications and paper printed matter in the field of investment, investment management, asset management, and financial and monetary affairs | House mark for providing a full range of services in the investment and financial field, namely, banking, investment brokerage, investment management, financial asset management, investment advice, investment consultation, financial research, college savings plans, developing and managing charitable giving programs, financial retirement planning, and variable annuities investment; house mark for providing online financial information calculators, namely, financial planning calculators and retirement calculators, all in the investment and financial field, namely, for investment, banking, investment brokerage, investment management, asset management, investment advice, investment consultation, financial research, college savings plans, charitable giving, retirement planning, and variable annuities investment | House mark for a full range of non-downloadable electronic publications, namely, magazines, newsletters, emailed postcards, and brochures in the field of investment, investment management, asset management, and financial and monetary affairs; [ house mark for a full range of online computer games in the field of investment, investment management, asset management, and financial and monetary affairs; ] house mark for providing a full range of online, non-downloadable educational videos in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs







Description: Providing a feature of a financial services website, namely, providing an online financial calculator that prompts consumers to enter personal financial information and calculates their financial preparedness for the future based on that financial information


Description: [ Downloadable software in the nature of interactive mobile applications providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; downloadable publications, namely, papers, reports, studies and white papers, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving ] | [ Administration of workplace retirement savings plans; financial administration of retirement plans; ] providing information and advice, including information via social media, in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving; providing on-line non-downloadable videos in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving [ ; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving ] | [ Non-downloadable electronic publications, namely, articles, papers, reports, summaries, studies and white papers in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving ]



Description: Downloadable materials in the nature of glossaries, activity books and sheets featuring games, quizzes and puzzles, and teaching materials, namely, lesson plans and instructional guides, all in the field of personal finance for children

Description: "IRA"



Description: Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial field which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, and access insights on current market events

Description: Class 9: [ Downloadable software in the nature of a mobile application featuring information to use in making financial decisions; and ] downloadable magazines featuring information to use in making financial decisions
Class 16: [ Magazines featuring information to use in making financial decisions ]
Class 41: Providing online non-downloadable magazines featuring information to use in making financial decisions
Class 16: [ Magazines featuring information to use in making financial decisions ]
Class 41: Providing online non-downloadable magazines featuring information to use in making financial decisions

Description: Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial field which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, and access insights on current market events | Providing online non-downloadable videos and content featuring information in the investment, investment brokerage, financial asset management and financial field

Description: Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial field which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, and access insights on current market events | Providing online non-downloadable videos and content featuring information in the investment, investment brokerage, financial asset management and financial field

Description: Downloadable software in the nature of a mobile application in the financial investment field which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, and access insights on current market events



Description: Providing information in the field of the financial aspects of retirement plan administration [ ; providing a website featuring non-downloadable informational videos in the field of the financial aspects of retirement plan administration ] | Providing online publications in the nature of handbooks in the field of retirement plan administration







