Trademark/Service Mark Application, Principal Register
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
BlackRock Institutional Trust Company, N.A.
*STREET
400 Howard Street
*CITY
San Francisco
*STATE
(Required for U.S. applicants)
California
*COUNTRY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
94105
LEGAL ENTITY INFORMATION
TYPE
federally chartered banking institution
STATE/COUNTRY WHERE LEGALLY ORGANIZED
United States
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS
009
*IDENTIFICATION
Computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing,
organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; computer software and mobile applications used in
connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal
financial management, personal investment management, retirement planning, personal savings and loans; downloadable computer software and mobile applications to search and display information
relating to financial trading in securities, options, futures, stocks, shares, foreign exchange and other financial instruments; computer software trading platforms for placing and executing orders
to purchase or sell securities, options, futures, foreign exchange and other financial instruments
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
036
*IDENTIFICATION
Financial services in the nature of financial and investment instruments and providing indices of financial and investment instruments;
investment management services; funds investment; financial services, namely, financial asset evaluation; financial services, namely, providing financial and investment information, financial and
investment management, financial and investment advice, and financial and investment analysis; funds evaluation and performance monitoring; financial risk management; financial investment services,
namely, evaluation, analysis, and comparison of investment funds for others; providing financial information in the field of investment opportunities; providing an interactive website featuring
information and links relating to investment advisory services, investment management services, and financial risk management; financial and investment information provided by electronic means;
mutual fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, funds and mutual funds; financial advisory services, namely, the
structuring, sale, distribution, management and administration of investments, namely, target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end
funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, sales, advisory,
distribution, administration, management, accounting, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal
protected notes, wrap account products, segregated funds, securities and securities-based investment products; providing information and advice in the field of financial management, financial
services, investment, financial risk management, financial planning, retirement, personal savings and loans
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
042
*IDENTIFICATION
Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of
financial services, namely, risk management, financial information, financial management, securities trading, investment management services, retirement planning, personal savings and loans
FILING BASIS
SECTION 1(b)
ADDITIONAL STATEMENTS SECTION
ACTIVE PRIOR REGISTRATION(S)
The applicant claims ownership of active prior U.S. Registration Number(s) 1852611.
ATTORNEY INFORMATION
NAME
Carrie Webb Olson
ATTORNEY DOCKET NUMBER
704772-TBD
FIRM NAME
Day Pitney LLP
STREET
One International Place
CITY
Boston
STATE
Massachusetts
COUNTRY
United States
ZIP/POSTAL CODE
02110
PHONE
617-345-4767
FAX
617-345-4745
EMAIL ADDRESS
trademarks@daypitney.com
AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
OTHER APPOINTED ATTORNEY
Elizabeth A. Alquist, Jeremy Blackowicz, Richard H. Brown III, Alex P. Garens, Richard D. Harris, Christopher J. Hoolehan, Brandon McCool,
Catherine Dugan O'Connor, Ryan S. Osterweil, Philip F. Pacelli and Melanie J. Raubeson
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
Serial Number:88323943
Filing Date:03/04/2019
To the Commissioner for Trademarks:
MARK: MYLIFEPATH (Standard Characters, see mark)
The literal element of the mark consists of MYLIFEPATH.
The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, BlackRock Institutional Trust Company, N.A., a federally chartered banking institution legally organized under the laws of United States, having an address of
400 Howard Street
San Francisco, California 94105
United States
requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C.
Section 1051 et seq.), as amended, for the following:
International Class 009: Computer software and mobile applications for use by others in rendering financial services, namely, software for collecting,
analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; computer software and mobile
applications used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial
planning, personal financial management, personal investment management, retirement planning, personal savings and loans; downloadable computer software and mobile applications to search and display
information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange and other financial instruments; computer software trading platforms for placing and
executing orders to purchase or sell securities, options, futures, foreign exchange and other financial instruments
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 036: Financial services in the nature of financial and investment instruments and providing indices of financial and investment
instruments; investment management services; funds investment; financial services, namely, financial asset evaluation; financial services, namely, providing financial and investment information,
financial and investment management, financial and investment advice, and financial and investment analysis; funds evaluation and performance monitoring; financial risk management; financial
investment services, namely, evaluation, analysis, and comparison of investment funds for others; providing financial information in the field of investment opportunities; providing an interactive
website featuring information and links relating to investment advisory services, investment management services, and financial risk management; financial and investment information provided by
electronic means; mutual fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, funds and mutual funds; financial advisory services,
namely, the structuring, sale, distribution, management and administration of investments, namely, target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds,
closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, sales,
advisory, distribution, administration, management, accounting, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds,
principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; providing information and advice in the field of financial management,
financial services, investment, financial risk management, financial planning, retirement, personal savings and loans
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 042: Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the
field of financial services, namely, risk management, financial information, financial management, securities trading, investment management services, retirement planning, personal savings and
loans
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
Claim of Active Prior Registration(s)
The applicant claims ownership of active prior U.S. Registration Number(s) 1852611.
The applicant's current Attorney Information:
Carrie Webb Olson and Elizabeth A. Alquist, Jeremy Blackowicz, Richard H. Brown III, Alex P. Garens, Richard D. Harris, Christopher J. Hoolehan, Brandon McCool,
Catherine Dugan O'Connor, Ryan S. Osterweil, Philip F. Pacelli and Melanie J. Raubeson of Day Pitney LLP One International Place
Boston, Massachusetts 02110
United States
617-345-4767(phone)
617-345-4745(fax)
trademarks@daypitney.com (authorized)
The attorney docket/reference number is 704772-TBD.
The applicant's current Correspondence Information:
Carrie Webb Olson
Day Pitney LLP
One International Place
Boston, Massachusetts 02110
617-345-4767(phone)
617-345-4745(fax)
trademarks@daypitney.com;agarens@daypitney.com; choolehan@daypitney.com; gpajer@daypitney.com; tmrecords@daypitney.com (authorized) E-mail Authorization: I authorize the USPTO to send e-mail correspondence concerning the application to the applicant, the applicant's attorney, or the applicant's domestic representative at
the e-mail address provided in this application. I understand that a valid e-mail address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent
application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Reduced Fee status and a requirement to submit an additional
processing fee of $125 per international class of goods/services.
A fee payment in the amount of $825 has been submitted with the application, representing payment for 3 class(es).
Declaration
Declaration Signature
Signature: /Terri Slane/ Date: 03/04/2019
Signatory's Name: Terri Slane
Signatory's Position: Director
Payment Sale Number: 88323943
Payment Accounting Date: 03/04/2019
Serial Number: 88323943
Internet Transmission Date: Mon Mar 04 10:34:16 EST 2019
TEAS Stamp: USPTO/BAS-XXX.XXX.XXX.XXX-20190304103416
763593-88323943-62098865068f8e485733a328
ffccd32f2d346fe59c734b40edc66caf3dc6274a
6-DA-9700-20190226155312530058