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VANGUARD DIGITAL ADVISOR
Live/Registered
REGISTERED

on 14 Jul 2020

Last Applicant/ Owned by

100 Vanguard Blvd.

Malvern

PA

19355

Serial Number

88977882 filed on 12th Aug 2019

Registration Number

6103805 registered on 14th Jul 2020

in the Principal Register

Correspondent Address

David M. Kelly

KELLY IP, LLP

1300 19TH STREET, NW

SUITE 300

WASHINGTON, DC, 20036

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"DIGITAL ADVISOR"

VANGUARD DIGITAL ADVISOR

investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial and investment advisory; financial retirement planning; financial pla Read More

Classification Information


Class [036]
Insurance & Financial Services


investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, financial saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; online financial advisory services in the nature of automated financial and investment advisory, wealth management, and portfolio management and rebalancing; artificial intelligence-based financial advisory services


First Use Date in General

19th Mar 2020

First Use Date in Commerce

19th Mar 2020

Class [042]
Computer & Software Services & Scientific Services


providing temporary use of online, non-downloadable computer software for use in providing financial analysis and advice, for use in online trading of securities, for communication between financial services professionals and investors, and for providing automated financial advice and investment advice; providing temporary use of online, non-downloadable artificial intelligence software for use in customer relationship management and providing financial advisory services; all of the aforesaid in the fields of investing, investment management, finance, financial planning, retirement planning, financial risk management, and financial portfolio management


First Use Date in General

19th Mar 2020

First Use Date in Commerce

19th Mar 2020

Mark Details


Serial Number

No 88977882

Mark Type

No Service Mark

Attorney Docket Number

No 235.0191

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
14th Jul 2020REGISTERED-PRINCIPAL REGISTER
10th Jun 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09th Jun 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
19th May 2020DIVISIONAL PROCESSING COMPLETE
19th May 2020STATEMENT OF USE PROCESSING COMPLETE
19th May 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
01st May 2020USE AMENDMENT FILED
01st May 2020DIVISIONAL REQUEST RECEIVED
01st May 2020TEAS STATEMENT OF USE RECEIVED
01st May 2020TEAS REQUEST TO DIVIDE RECEIVED