BALANCED ALLOCATION STRATEGY Trademark

Trademark Overview

On Thursday, December 12, 2013, a trademark application was filed for BALANCED ALLOCATION STRATEGY with the United States Patent and Trademark Office. The USPTO has given the BALANCED ALLOCATION STRATEGY trademark a serial number of 86142472. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, May 4, 2020. This trademark is owned by The Annexus Group, LLC. The BALANCED ALLOCATION STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:

Issuance and administration of annuities
balanced allocation strategy

General Information

Serial Number86142472
Word MarkBALANCED ALLOCATION STRATEGY
Filing DateThursday, December 12, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, May 4, 2020
Registration Number4533741
Registration DateTuesday, May 20, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 4, 2014

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 DateFriday, December 27, 2013
Primary Code036
First Use Anywhere DateWednesday, March 15, 2006
First Use In Commerce DateWednesday, March 15, 2006

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 Type20 - Owner at Publication
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
Saturday, May 20, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
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
Monday, May 4, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, May 4, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, April 30, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 5, 2020TEAS SECTION 8 & 15 RECEIVED
Monday, May 20, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 29, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, May 20, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, March 4, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 4, 2014PUBLISHED FOR OPPOSITION
Wednesday, February 12, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, January 23, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 22, 2014ASSIGNED TO EXAMINER
Friday, December 27, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, December 16, 2013NEW APPLICATION ENTERED

Related Keywords

strategy allocation balanced annuities administration issuance