BALANCED ALLOCATION ANNUITY Trademark

Trademark Overview

On Tuesday, March 30, 2010, a trademark application was filed for BALANCED ALLOCATION ANNUITY with the United States Patent and Trademark Office. The USPTO has given the BALANCED ALLOCATION ANNUITY trademark a serial number of 85001764. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, July 17, 2021. This trademark is owned by The Annexus Group, LLC. The BALANCED ALLOCATION ANNUITY trademark is filed in the Insurance & Financial Services category with the following description:

Issuance and administration of annuities
balanced allocation annuity

General Information

Serial Number85001764
Word MarkBALANCED ALLOCATION ANNUITY
Filing DateTuesday, March 30, 2010
Status800 - REGISTERED AND RENEWED
Status DateSaturday, July 17, 2021
Registration Number3946432
Registration DateTuesday, April 12, 2011
Mark Drawing5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Description of MarkThe mark consists of the words "balanced allocation annuity"; the words "balanced" and "allocation" are run-together and both words are in different fonts .
Goods and ServicesIssuance and administration of annuities
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"ANNUITY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, April 6, 2010
Primary Code036
First Use Anywhere DateFriday, March 19, 2010
First Use In Commerce DateFriday, March 19, 2010

Trademark Owner History

Party NameTHE ANNEXUS GROUP, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSCOTTSDALE, AZ 85260
Party NameThe Annexus Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85260
Party NameThe Annexus Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85260

Trademark Events

Event DateEvent Description
Wednesday, March 29, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, March 28, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 28, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, March 28, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 28, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, July 17, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, July 17, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, July 17, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, July 15, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 7, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, April 12, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, March 10, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, March 10, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 10, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 10, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 10, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, November 29, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, May 2, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, May 2, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, May 2, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 17, 2017TEAS SECTION 8 RECEIVED
Tuesday, April 12, 2011REGISTERED-SUPPLEMENTAL REGISTER
Thursday, March 10, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, March 10, 2011APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, March 10, 2011ASSIGNED TO EXAMINER
Monday, January 24, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, January 24, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 19, 2011ASSIGNED TO LIE
Friday, January 14, 2011ASSIGNED TO LIE
Monday, January 3, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, July 10, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, July 10, 2010NON-FINAL ACTION E-MAILED
Saturday, July 10, 2010NON-FINAL ACTION WRITTEN
Monday, June 28, 2010ASSIGNED TO EXAMINER
Tuesday, April 6, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 2, 2010NEW APPLICATION ENTERED

Related Keywords

annuity allocation balanced annuities administration issuance