AGG YIELD Trademark

Trademark Overview


On Friday, June 20, 2014, a trademark application was filed for AGG YIELD with the United States Patent and Trademark Office. The USPTO has given the AGG YIELD trademark a serial number of 86315988. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 17, 2025. This trademark is owned by Wela Strategies, LLC. The AGG YIELD trademark is filed in the Insurance & Financial Services category with the following description:

Financial services in the nature of building investment strategies through the use of individual securities and ETFs (Exchange Traded Funds) to achieve customized goals and objectives that complement client's overall financial situation; Financial services, namely, wealth management services; Financial asset management; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial retirement plan consulting services
agg yield

General Information


Serial Number86315988
Word MarkAGG YIELD
Filing DateFriday, June 20, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 17, 2025
Registration Number4718355
Registration DateTuesday, April 7, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services in the nature of building investment strategies through the use of individual securities and ETFs (Exchange Traded Funds) to achieve customized goals and objectives that complement client's overall financial situation; Financial services, namely, wealth management services; Financial asset management; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial retirement plan consulting services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 17, 2025
Primary Code036
First Use Anywhere DateSaturday, May 1, 2010
First Use In Commerce DateSaturday, May 1, 2010

Trademark Owner History


Party NameWela Strategies, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30328

Party NameWela Strategies, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30328

Trademark Events


Event DateEvent Description
Tuesday, June 24, 2014NEW APPLICATION ENTERED
Saturday, June 28, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, September 27, 2014ASSIGNED TO EXAMINER
Monday, October 6, 2014NON-FINAL ACTION WRITTEN
Monday, October 6, 2014NON-FINAL ACTION E-MAILED
Monday, October 6, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 6, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 6, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 6, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, February 9, 2015APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, February 28, 2015ASSIGNED TO LIE
Monday, March 2, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, April 7, 2015REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, April 7, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, February 2, 2021TEAS SECTION 8 RECEIVED
Friday, April 30, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 4, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, May 4, 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Sunday, April 7, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, October 17, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9