ADAPTIVE INTELLIGENCE MODELS Trademark

Trademark Overview

On Tuesday, February 23, 2016, a trademark application was filed for ADAPTIVE INTELLIGENCE MODELS with the United States Patent and Trademark Office. The USPTO has given the ADAPTIVE INTELLIGENCE MODELS trademark a serial number of 86916987. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, May 10, 2024. This trademark is owned by Cetera Financial Holdings, Inc.. The ADAPTIVE INTELLIGENCE MODELS trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis, namely, financial investment analysis and research; advice relating to investments
adaptive intelligence models

General Information

Serial Number86916987
Word MarkADAPTIVE INTELLIGENCE MODELS
Filing DateTuesday, February 23, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, May 10, 2024
Registration Number5423956
Registration DateTuesday, March 13, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 26, 2016

Trademark Statements

Goods and ServicesInvestment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis, namely, financial investment analysis and research; advice relating to investments
NOT AVAILABLE"MODELS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, February 27, 2016
Primary Code036
First Use Anywhere DateSunday, January 1, 2017
First Use In Commerce DateSunday, January 1, 2017

Trademark Owner History

Party NameLINCOLN INVESTMENT PLANNING, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFORT WASHINGTON, PA 19034
Party NameLEGEND GROUP HOLDINGS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPALM BEACH GARDENS, FL 33410
Party NameLEGEND GROUP HOLDINGS, LLC
Party Type22 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressPALM BEACH GARDENS, FL 33410
Party NameLegend Group Holdings, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressPalm Beach Gardens, FL 33410
Party NameCetera Financial Holdings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressEl Segundo, NY 90245
Party NameCetera Financial Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressEl Segundo, NY 90245

Trademark Events

Event DateEvent Description
Friday, May 13, 2016NON-FINAL ACTION WRITTEN
Friday, February 26, 2016NEW APPLICATION ENTERED
Saturday, February 27, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, April 30, 2016ASSIGNED TO EXAMINER
Friday, May 13, 2016NON-FINAL ACTION E-MAILED
Friday, May 13, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 2, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 10, 2016ASSIGNED TO LIE
Wednesday, June 15, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 15, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 16, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, June 23, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 6, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 26, 2016PUBLISHED FOR OPPOSITION
Tuesday, July 26, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 20, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, March 20, 2017SOU TEAS EXTENSION RECEIVED
Monday, March 20, 2017SOU EXTENSION 1 FILED
Sunday, March 26, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, March 29, 2017SOU EXTENSION 1 GRANTED
Wednesday, March 29, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, March 30, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, October 17, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 23, 2017ABANDONMENT - NO USE STATEMENT FILED
Monday, October 23, 2017ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Thursday, December 21, 2017USE AMENDMENT FILED
Wednesday, September 20, 2017SOU EXTENSION 2 FILED
Monday, November 20, 2017SOU EXTENSION 2 GRANTED
Thursday, December 21, 2017TEAS STATEMENT OF USE RECEIVED
Thursday, December 21, 2017TEAS PETITION TO REVIVE RECEIVED
Thursday, December 21, 2017PETITION TO REVIVE-GRANTED
Thursday, December 21, 2017SOU EXTENSION RECEIVED WITH TEAS PETITION
Thursday, December 21, 2017NOTICE OF REVIVAL - E-MAILED
Thursday, January 11, 2018STATEMENT OF USE PROCESSING COMPLETE
Friday, January 12, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, February 2, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, February 3, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 13, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, October 3, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, January 7, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, January 7, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, March 2, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, March 2, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 2, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, March 2, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, March 2, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, March 13, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 5, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 8, 2023TEAS SECTION 8 & 15 RECEIVED
Friday, May 10, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, May 10, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, May 10, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

models intelligence adaptive investment financial analysis planning namely investments research advice relating programs