Application

MYLIFEPATH

BlackRock Institutional Trust Company, N.A.

Trademark/Service Mark Application, Principal Register

PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 97571424
Filing Date: 08/30/2022

The table below presents the data as entered.

Input Field
Entered
SERIAL NUMBER 97571424
MARK INFORMATION
*MARK MYLIFEPATH
STANDARD CHARACTERS YES
USPTO-GENERATED IMAGE YES
LITERAL ELEMENT MYLIFEPATH
MARK STATEMENT 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.
*MAILING ADDRESS 400 Howard Street
*CITY San Francisco
*STATE
(Required for U.S. applicants)
California
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
94105
*EMAIL ADDRESS XXXX
LEGAL ENTITY INFORMATION
TYPE federally chartered banking institution
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY WHERE LEGALLY ORGANIZED United States
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS 036 
*IDENTIFICATION Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and investment information, financial and investment management, and financial and investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; 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 management services, and financial risk management; Financial and investment information provided by electronic means; Pooled fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, pooled funds; financial products services, namely, brokerage, distribution, administration, management and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes
FILING BASIS SECTION 1(b)
INTERNATIONAL CLASS 042 
*IDENTIFICATION Providing temporary use of online non-downloadable computer software 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; Providing temporary use of online non-downloadable computer software 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, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles
FILING BASIS SECTION 1(b)
ATTORNEY INFORMATION
NAME Carrie Webb Olson
ATTORNEY DOCKET NUMBER 704772-TBD
ATTORNEY BAR MEMBERSHIP NUMBER XXX
YEAR OF ADMISSION XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY XX
FIRM NAME Day Pitney LLP
STREET 605 Third Avenue, 31st Floor
CITY New York
STATE New York
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
ZIP/POSTAL CODE 10158-1803
PHONE 617-345-4767
FAX 617-345-4745
EMAIL ADDRESS trademarks@daypitney.com
OTHER APPOINTED ATTORNEY Elizabeth A. Alquist, Kritika Bharadwaj, Richard H. Brown III, Alex P. Garens, Lauren Hamill, Richard D. Harris, Christopher J. Hoolehan, Erica S. Livingstone, Brandon McCool, Catherine Dugan O'Connor, and Adam Weisman
CORRESPONDENCE INFORMATION
NAME Carrie Webb Olson
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE trademarks@daypitney.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES) choolehan@daypitney.com; elivingstone@daypitney.com; gpajer@daypitney.com
FEE INFORMATION
APPLICATION FILING OPTION TEAS Standard
NUMBER OF CLASSES 2
APPLICATION FOR REGISTRATION PER CLASS 350
*TOTAL FEES DUE 700
*TOTAL FEES PAID 700
SIGNATURE INFORMATION
SIGNATURE /Loni Sherwin/
SIGNATORY'S NAME Loni Sherwin
SIGNATORY'S POSITION VP, Chief Trademark & Copyright Counsel
DATE SIGNED 08/30/2022
SIGNATURE METHOD Sent to third party for signature



PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number


Trademark/Service Mark Application, Principal Register

Serial Number: 97571424
Filing Date: 08/30/2022

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
      XXXX

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 036:  Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and investment information, financial and investment management, and financial and investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; 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 management services, and financial risk management; Financial and investment information provided by electronic means; Pooled fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, pooled funds; financial products services, namely, brokerage, distribution, administration, management and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes
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 online non-downloadable computer software 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; Providing temporary use of online non-downloadable computer software 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, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles
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.



The owner's/holder's proposed attorney information: Carrie Webb Olson. Other appointed attorneys are Elizabeth A. Alquist, Kritika Bharadwaj, Richard H. Brown III, Alex P. Garens, Lauren Hamill, Richard D. Harris, Christopher J. Hoolehan, Erica S. Livingstone, Brandon McCool, Catherine Dugan O'Connor, and Adam Weisman. Carrie Webb Olson of Day Pitney LLP, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      605 Third Avenue, 31st Floor
      New York, New York 10158-1803
      United States
      617-345-4767(phone)
      617-345-4745(fax)
      trademarks@daypitney.com
The docket/reference number is 704772-TBD.
Carrie Webb Olson submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.
The applicant's current Correspondence Information:
      Carrie Webb Olson
       PRIMARY EMAIL FOR CORRESPONDENCE: trademarks@daypitney.com
       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): choolehan@daypitney.com; elivingstone@daypitney.com; gpajer@daypitney.com


Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $700 has been submitted with the application, representing payment for 2 class(es).

Declaration

Declaration Signature

Signature: /Loni Sherwin/   Date: 08/30/2022
Signatory's Name: Loni Sherwin
Signatory's Position: VP, Chief Trademark & Copyright Counsel
Signatory's Phone Number: Not Provided
Signature method: Sent to third party for signature
Payment Sale Number: 97571424
Payment Accounting Date: 08/30/2022

Serial Number: 97571424
Internet Transmission Date: Tue Aug 30 16:29:15 ET 2022
TEAS Stamp: USPTO/BAS-XXX.XXX.XXX.XXX-20220830162915
871423-97571424-8202b1677eeb6bfc13ec4fa1
98f49ce6963e868eb835025d1302b20537966f1e
95-DA-29152099-20220830141138990276

Application [image/jpeg]


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