ASSET ALLOCATION 2.0 Trademark

Trademark Overview

On Tuesday, January 12, 2016, a trademark application was filed for ASSET ALLOCATION 2.0 with the United States Patent and Trademark Office. The USPTO has given the ASSET ALLOCATION 2.0 trademark a serial number of 86872675. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, December 11, 2025. This trademark is owned by Richard Bernstein Advisors LLC. The ASSET ALLOCATION 2.0 trademark is filed in the Insurance & Financial Services category with the following description:

investment advisory services
asset allocation 2.0

General Information

Serial Number86872675
Word MarkASSET ALLOCATION 2.0
Filing DateTuesday, January 12, 2016
Status800 - REGISTERED AND RENEWED
Status DateThursday, December 11, 2025
Registration Number5026540
Registration DateTuesday, August 23, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 7, 2016

Trademark Statements

Certificate of Correction for RegistrationIn the statement, lines 1-3 should be deleted, and "Richard Bernstein Advisors LLC (Delaware Limited Liability Company) 1251 Avenue of the Americas Suite 4102 New York New York 10020" should be inserted.
NOT AVAILABLE"ASSET ALLOCATION"
Pseudo MarkASSET ALLOCATION TWO POINT ZERO
Goods and Servicesinvestment advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, January 19, 2016
Primary Code036
First Use Anywhere DateMonday, January 11, 2016
First Use In Commerce DateMonday, January 11, 2016

Trademark Owner History

Party NameRichard Bernstein Advisors LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10020
Party NameRichard Bernstein Advisors LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022
Party NameRichard Bernstein Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022

Trademark Events

Event DateEvent Description
Friday, January 15, 2016NEW APPLICATION ENTERED
Tuesday, January 19, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 20, 2016NOTICE OF PSEUDO MARK E-MAILED
Tuesday, April 26, 2016ASSIGNED TO EXAMINER
Thursday, April 28, 2016EXAMINERS AMENDMENT -WRITTEN
Thursday, April 28, 2016EXAMINERS AMENDMENT E-MAILED
Thursday, April 28, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, April 28, 2016EXAMINER'S AMENDMENT ENTERED
Thursday, April 28, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 18, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 7, 2016PUBLISHED FOR OPPOSITION
Tuesday, June 7, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 23, 2016REGISTERED-PRINCIPAL REGISTER
Thursday, September 8, 2016TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, September 8, 2016APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, August 23, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, August 26, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, November 30, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, November 30, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, November 30, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, October 23, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 23, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 23, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, October 23, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Saturday, August 23, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, August 28, 2025TEAS SECTION 8 & 9 RECEIVED
Friday, August 29, 2025TEAS SECTION 7 REQUEST RECEIVED
Wednesday, December 10, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 11, 2025CORRECTION UNDER SECTION 7 - PROCESSED
Thursday, December 11, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, December 11, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, December 11, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

allocation asset services advisory investment