USPTO trademark

NEUBERGER CUSTOM DIRECT INVESTING (CDI)

RegisteredUSPTOWord markClass 36

"NEUBERGER CUSTOM DIRECT INVESTING (CDI)" is a word mark owned by Neuberger Berman Group LLC, filed at the USPTO on December 3, 2025. It is registered and covers class 36 (Insurance and Financial).

View Neuberger Berman Group LLC portfolioGet this data via the API
Official USPTO record
NEUBERGER CUSTOM DIRECT INVESTING (CDI) trademark as filed
As filed with the USPTO
Status
Registered
Since June 30, 2026
Filed
December 3, 2025
Registered
June 30, 2026
Expires
Not recorded
Application no.
99528323
Registration no.
8322737
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns NEUBERGER CUSTOM DIRECT INVESTING (CDI)

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Neuberger Berman Group LLC

New York, United States

181 trademarks in the portfolioView company

Representative

Claudia W. Stangle

Leydig, Voit & Mayer, Ltd.

Goods and services

What the mark covers

The products and services NEUBERGER CUSTOM DIRECT INVESTING (CDI) is filed for, grouped by Nice class.

  • Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial services, namely, providing an interactive website featuring information and links relating to investment advisory services, investment management services and financial management; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, models, hedge funds, private equity funds, funds investment, wrap fee programs, separate accounts, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custody services, namely, commission of servicing and management of financial assets; management and investment of funds and financial assets of others; capital investment services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; clearance services, namely, clearing and settling financial transactions on behalf of others; Financial custody services, namely, maintaining possession of financial assets and securities for others for financial management purposes, and confirming and tracking financial transactions for others; retirement planning services, namely, financial planning for retirement; real estate investment services.

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Teas change of correspondence received
  4. Attorney/dom.rep.revoked and/or appointed
  5. Teas revoke/app/change addr of atty/dom rep received
  6. Official gazette publication confirmation e-mailed
  7. Published for opposition
  8. Notification of notice of publication e-mailed
  9. Approved for pub - principal register
  10. Teas/email correspondence entered

10 earlier steps on the official record.

FAQ

About NEUBERGER CUSTOM DIRECT INVESTING (CDI)

Who owns the trademark "NEUBERGER CUSTOM DIRECT INVESTING (CDI)"?

The USPTO trademark "NEUBERGER CUSTOM DIRECT INVESTING (CDI)" (application 99528323) is owned by Neuberger Berman Group LLC.

What is the status of "NEUBERGER CUSTOM DIRECT INVESTING (CDI)"?

Its status at the USPTO is: registered.

When was "NEUBERGER CUSTOM DIRECT INVESTING (CDI)" registered?

It was registered on June 30, 2026.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull NEUBERGER CUSTOM DIRECT INVESTING (CDI) and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2b6c-2e1f-7219-9364-2c17e132334c
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2b6c-2e1f-7219-9364-2c17e132334c",
  "object": "trademark",
  "mark_text": "NEUBERGER CUSTOM DIRECT INVESTING (CDI)",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "99528323",
  "filing_date": "2025-12-03",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Neuberger Berman Group LLC",
      "entity_id": "ent_019ebbbb-4c7e-76e5-a1f6-35e1bc1efd33"
    }
  ]
}