AEF ALLIED ELITE FINANCIAL Trademark
Trademark Overview
On Friday, September 6, 2024, a trademark application was filed for AEF ALLIED ELITE FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the AEF ALLIED ELITE FINANCIAL trademark a serial number of 98738310. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, August 5, 2025. This trademark is owned by Joshua David Mellberg, LLC. The AEF ALLIED ELITE FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:
Retirement planning, namely, financial planning for retirement, financial retirement plan consulting services; Financial planning; Financial analysis; Financial information; Insurance and annuity brokerage, advisory and product information; Insurance and annuity brokerage services; Providing insurance and annuity advisory services; Financial advisory services; Investment advisory services
General Information
| Serial Number | 98738310 |
| Word Mark | AEF ALLIED ELITE FINANCIAL |
| Filing Date | Friday, September 6, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, August 5, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Retirement planning, namely, financial planning for retirement, financial retirement plan consulting services; Financial planning; Financial analysis; Financial information; Insurance and annuity brokerage, advisory and product information; Insurance and annuity brokerage services; Providing insurance and annuity advisory services; Financial advisory services; Investment advisory services |
| NOT AVAILABLE | "FINANCIAL" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, September 7, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | ALLIED ELITE FINANCIAL, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tucson, AZ 85705 |
| Party Name | Joshua David Mellberg, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tucson, AZ 85741 |
Trademark Events
| Event Date | Event Description |
| Saturday, September 7, 2024 | NEW APPLICATION ENTERED |
| Thursday, March 20, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, October 23, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, March 20, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, March 20, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, March 28, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 29, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, April 23, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 23, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 23, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 21, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, August 5, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 5, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 5, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 21, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
