BALANCED ALLOCATION LIFETIME INCOME RIDER Trademark

Trademark Overview


On Monday, April 10, 2017, a trademark application was filed for BALANCED ALLOCATION LIFETIME INCOME RIDER with the United States Patent and Trademark Office. The USPTO has given the BALANCED ALLOCATION LIFETIME INCOME RIDER trademark a serial number of 87405733. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, April 12, 2024. This trademark is owned by The Annexus Group, LLC. The BALANCED ALLOCATION LIFETIME INCOME RIDER trademark is filed in the Insurance & Financial Services category with the following description:

Issuance and administration of annuities
balanced allocation lifetime income rider

General Information


Serial Number87405733
Word MarkBALANCED ALLOCATION LIFETIME INCOME RIDER
Filing DateMonday, April 10, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, April 12, 2024
Registration Number5323247
Registration DateTuesday, October 31, 2017
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 15, 2017

Trademark Statements


Goods and ServicesIssuance and administration of annuities

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 17, 2017
Primary Code036
First Use Anywhere DateWednesday, February 29, 2012
First Use In Commerce DateWednesday, February 29, 2012

Trademark Owner History


Party NameTHE ANNEXUS GROUP, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSCOTTSDALE, US 85260

Party NameThe Annexus Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, US 85260

Party NameThe Annexus Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, US 85260

Party NameThe Annexus Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, US 85260

Trademark Events


Event DateEvent Description
Thursday, April 13, 2017NEW APPLICATION ENTERED
Monday, April 17, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 29, 2017ASSIGNED TO EXAMINER
Friday, July 7, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 26, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 15, 2017PUBLISHED FOR OPPOSITION
Tuesday, August 15, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 31, 2017REGISTERED-PRINCIPAL REGISTER
Wednesday, November 29, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, March 10, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, March 10, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 10, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 10, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 10, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 31, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 28, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 28, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 28, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, March 28, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, March 29, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, October 16, 2023TEAS SECTION 8 & 15 RECEIVED
Friday, April 12, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 12, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, April 12, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED