ALLOCATE. INVEST. SUCCEED. Trademark

Trademark Overview


On Wednesday, March 26, 2014, a trademark application was filed for ALLOCATE. INVEST. SUCCEED. with the United States Patent and Trademark Office. The USPTO has given the ALLOCATE. INVEST. SUCCEED. trademark a serial number of 86232927. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 17, 2022. This trademark is owned by Fieldstone Financial Manangement Group, LLC. The ALLOCATE. INVEST. SUCCEED. trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, risk management dynamic portfolio apportionment based upon real time market conditions and expectations on future return
allocate. invest. succeed.

General Information


Serial Number86232927
Word MarkALLOCATE. INVEST. SUCCEED.
Filing DateWednesday, March 26, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 17, 2022
Registration Number4863881
Registration DateTuesday, December 1, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 19, 2014

Trademark Statements


Goods and ServicesFinancial services, namely, risk management dynamic portfolio apportionment based upon real time market conditions and expectations on future return

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, June 17, 2022
Primary Code036
First Use Anywhere DateWednesday, October 7, 2015
First Use In Commerce DateWednesday, October 7, 2015

Trademark Owner History


Party NameFIELDSTONE RESEARCH, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFoxboro, MA 02035

Party NameFieldstone Financial Manangement Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMansfield, MA 02048

Party NameFieldstone Financial Manangement Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMansfield, MA 02048

Party NameFieldstone Financial Manangement Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMansfield, MA 02048

Trademark Events


Event DateEvent Description
Tuesday, April 8, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, August 19, 2014PUBLISHED FOR OPPOSITION
Friday, June 27, 2014ASSIGNED TO EXAMINER
Friday, June 27, 2014EXAMINERS AMENDMENT -WRITTEN
Friday, June 27, 2014EXAMINERS AMENDMENT E-MAILED
Friday, June 27, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, June 27, 2014EXAMINER'S AMENDMENT ENTERED
Friday, June 27, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 15, 2014ASSIGNED TO LIE
Thursday, July 17, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 30, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, October 26, 2015STATEMENT OF USE PROCESSING COMPLETE
Tuesday, August 19, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 14, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 14, 2015SOU TEAS EXTENSION RECEIVED
Tuesday, April 14, 2015SOU EXTENSION 1 FILED
Tuesday, April 14, 2015SOU EXTENSION 1 GRANTED
Thursday, April 16, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, October 14, 2015TEAS STATEMENT OF USE RECEIVED
Wednesday, October 14, 2015USE AMENDMENT FILED
Monday, October 26, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 27, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, October 28, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 1, 2015REGISTERED-PRINCIPAL REGISTER
Wednesday, August 17, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, December 1, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, June 17, 2022CANCELLED SEC. 8 (6-YR)
Tuesday, August 13, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, August 13, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 13, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, August 13, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, August 30, 2024WITHDRAWAL OF ATTORNEY GRANTED
Friday, August 30, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Tuesday, August 13, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED