Who owns the DISCIPLINED INVESTING TRUSTED PARTNER trademark?

The DISCIPLINED INVESTING TRUSTED PARTNER trademark is owned by NISA Investment Advisors, LLC.

What class is the DISCIPLINED INVESTING TRUSTED PARTNER trademark registered in?

The DISCIPLINED INVESTING TRUSTED PARTNER trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for DISCIPLINED INVESTING TRUSTED PARTNER?

The USPTO serial number for DISCIPLINED INVESTING TRUSTED PARTNER is 99408660.

What is the registration number for DISCIPLINED INVESTING TRUSTED PARTNER?

DISCIPLINED INVESTING TRUSTED PARTNER is registered under USPTO registration number 8407001.

DIS

USPTO Trademark Record

REGISTERED

DISCIPLINED INVESTING TRUSTED PARTNER

SN 99408660·Reg 8407001·Filed Sep 23, 2025

Owner NISA Investment Advisors, LLC

Financial, monetary and banking services; insurance services; real estate services.

DISCIPLINED INVESTING TRUSTED PARTNER (Serial No. 99408660), Registration No. 8407001, is a registered US trademark filed on Sep 23, 2025 by NISA Investment Advisors, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: August 18, 2032

Mark Intelligence

DISCIPLINED INVESTING TRUSTED PARTNER (Reg. #8407001) is a registered US trademark that has been protecting its owner, NISA Investment Advisors, LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 23, 2025

SERIAL

99408660

REG#

8407001

REGISTERED

Aug 18, 2026

Owner

Applicant

NISA Investment Advisors, LLC

Entity

LLC

State

Address

7676 Forsyth Blvd., Suite 1100, St. Louis, MO, 63105

Country

Attorney

NameMatthew J. Himich

Law firm

Matthew J. Himich Thompson Coburn LLP

Docket

66424-250247

Address

One US Bank Plaza, St. Louis, MO 63101, United States

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Filing Information

StatusREGISTERED

Filing DateSep 23, 2025

Serial Number99408660

Registration No.8407001

Registration DateAug 18, 2026

Status DateAug 18, 2026

Published for OppositionMar 03, 2026

Mark TypeStandard characters

Attorney Docket66424-250247

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 24, 2025

First use in commerce: Oct 24, 2025

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

20 events

REGISTERED-PRINCIPAL REGISTER

Aug 18, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 18, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jul 27, 2026

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Jul 27, 2026

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

STATEMENT OF USE PROCESSING COMPLETE

Jul 14, 2026

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

May 04, 2026

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

May 04, 2026

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Apr 28, 2026

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Mar 03, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 03, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 25, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Feb 06, 2026

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Feb 06, 2026

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 06, 2026

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Feb 06, 2026

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 06, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jan 30, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Sep 23, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 23, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Sep 23, 2025

APPLICATION FILING RECEIPT MAILED

DISCIPLINED INVESTING TRUSTED PARTNER

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Other Marks by NISA Investment Advisors, LLC

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