ADAPTIVE INTELLIGENCE PORTFOLIOS Trademark

Trademark Overview

On Tuesday, July 7, 2015, a trademark application was filed for ADAPTIVE INTELLIGENCE PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the ADAPTIVE INTELLIGENCE PORTFOLIOS trademark a serial number of 86685311. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, January 9, 2023. This trademark is owned by Cetera Financial Holdlings, Inc.. The ADAPTIVE INTELLIGENCE PORTFOLIOS 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; advice relating to investments
adaptive intelligence portfolios

General Information

Serial Number86685311
Word MarkADAPTIVE INTELLIGENCE PORTFOLIOS
Filing DateTuesday, July 7, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, January 9, 2023
Registration Number5006067
Registration DateTuesday, July 26, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 2, 2016

Trademark Statements

Goods and ServicesInvestment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments
Disclaimer with Predetermined Text"PORTFOLIOS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 10, 2015
Primary Code036
First Use Anywhere DateMonday, June 29, 2015
First Use In Commerce DateMonday, June 29, 2015

Trademark Owner History

Party NameLINCOLN INVESTMENT PLANNING, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFORT WASHINGTON, PA 19034
Party NameLEGEND GROUP HOLDINGS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressPALM BEACH GARDENS, FL 33410
Party NameCetera Financial Holdlings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressEl Segundo, CA 90245
Party NameCetera Financial Holdlings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressEl Segundo, CA 90245
Party NameCetera Financial Holdlings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressEl Segundo, CA 90245

Trademark Events

Event DateEvent Description
Wednesday, July 5, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, March 2, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, March 2, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, March 2, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, March 2, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 2, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, January 9, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, January 9, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, January 9, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 23, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, July 26, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, January 7, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 7, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 3, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, October 17, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, March 29, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, July 26, 2016REGISTERED-PRINCIPAL REGISTER
Friday, June 17, 2016EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Wednesday, June 8, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, February 10, 2016EXTENSION OF TIME TO OPPOSE RECEIVED
Wednesday, February 3, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 2, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 2, 2016PUBLISHED FOR OPPOSITION
Wednesday, January 13, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, November 11, 2015ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, November 5, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, November 5, 2015EXAMINER'S AMENDMENT ENTERED
Thursday, November 5, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, November 5, 2015EXAMINERS AMENDMENT E-MAILED
Thursday, November 5, 2015EXAMINERS AMENDMENT -WRITTEN
Tuesday, October 27, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 27, 2015NON-FINAL ACTION E-MAILED
Tuesday, October 27, 2015NON-FINAL ACTION WRITTEN
Friday, October 16, 2015ASSIGNED TO EXAMINER
Friday, July 10, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 10, 2015NEW APPLICATION ENTERED

Related Keywords

portfolios intelligence adaptive investment planning financial analysis investments advice relating portfolio based advisory