| Serial Number | 88090373 |
| Word Mark | ADAPTIVE FINANCIAL DESIGN |
| Filing Date | Thursday, August 23, 2018 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 3, 2025 |
| Registration Number | 5705603 |
| Registration Date | Tuesday, March 19, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial services, namely, financial planning services, investment services, and wealth management services |
| NOT AVAILABLE | "FINANCIAL DESIGN" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 3, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 17, 2019 |
| First Use In Commerce Date | Thursday, January 17, 2019 |
| Party Name | Citrus Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Redlands, CA 923733908 |
| Party Name | Citrus Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Redlands, CA 923733908 |
| Event Date | Event Description |
| Thursday, December 20, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, August 27, 2018 | NEW APPLICATION ENTERED |
| Saturday, September 1, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 7, 2018 | ASSIGNED TO EXAMINER |
| Thursday, December 20, 2018 | NON-FINAL ACTION E-MAILED |
| Thursday, December 20, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 17, 2019 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, January 17, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 17, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 18, 2019 | USE AMENDMENT FILED |
| Friday, January 18, 2019 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, January 18, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, January 19, 2019 | USE AMENDMENT ACCEPTED |
| Saturday, January 19, 2019 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, January 22, 2019 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Sunday, February 3, 2019 | ASSIGNED TO LIE |
| Tuesday, March 19, 2019 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, March 19, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, October 3, 2025 | CANCELLED SEC. 8 (6-YR) |
| Monday, February 11, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |