ADAPTIVE WEALTH STRATEGIES Trademark

Trademark Overview

On Tuesday, August 7, 2018, a trademark application was filed for ADAPTIVE WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the ADAPTIVE WEALTH STRATEGIES trademark a serial number of 88068585. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, January 28, 2025. This trademark is owned by Carroll Financial Associates, Inc.. The ADAPTIVE WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment management strategies
adaptive wealth strategies

General Information

Serial Number88068585
Word MarkADAPTIVE WEALTH STRATEGIES
Filing DateTuesday, August 7, 2018
Status701 - SECTION 8 - ACCEPTED
Status DateTuesday, January 28, 2025
Registration Number5693832
Registration DateTuesday, March 5, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning and investment management strategies
NOT AVAILABLE"WEALTH STRATEGIES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 14, 2018
Primary Code036
First Use Anywhere DateTuesday, January 2, 2018
First Use In Commerce DateTuesday, January 2, 2018

Trademark Owner History

Party NameWEALTH ENHANCEMENT GROUP, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressPLYMOUTH, MN 55441
Party NameCarroll Financial Associates, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCharlotte, NC 28209
Party NameCarroll Financial Associates, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCharlotte, NC 28209

Trademark Events

Event DateEvent Description
Friday, August 10, 2018NEW APPLICATION ENTERED
Monday, December 3, 2018NON-FINAL ACTION WRITTEN
Monday, December 3, 2018NON-FINAL ACTION E-MAILED
Monday, December 3, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, December 17, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, January 19, 2019ASSIGNED TO LIE
Tuesday, January 29, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, August 14, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 26, 2018ASSIGNED TO EXAMINER
Monday, December 17, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 18, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 4, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, March 5, 2019REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, May 1, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 6, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, January 11, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, January 11, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, January 11, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 11, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 5, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, May 2, 2024TEAS SECTION 8 RECEIVED
Tuesday, January 28, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, January 28, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, January 28, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, January 11, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Related Keywords

strategies wealth adaptive management investment planning financial