BALANCED CHOICE Trademark

Trademark Overview

On Tuesday, April 21, 2015, a trademark application was filed for BALANCED CHOICE with the United States Patent and Trademark Office. The USPTO has given the BALANCED CHOICE trademark a serial number of 86604283. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, October 14, 2023. This trademark is owned by The Annexus Group, LLC. The BALANCED CHOICE trademark is filed in the Insurance & Financial Services category with the following description:

Issuance and administration of annuities
balanced choice

General Information

Serial Number86604283
Word MarkBALANCED CHOICE
Filing DateTuesday, April 21, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, October 14, 2023
Registration Number5037395
Registration DateTuesday, September 6, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 9, 2016

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 DateThursday, April 30, 2015
Primary Code036
First Use Anywhere DateSaturday, January 31, 2015
First Use In Commerce DateSaturday, January 31, 2015

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, October 14, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, October 14, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, September 17, 2023TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
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
Thursday, March 16, 2023POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Thursday, March 16, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 31, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, September 6, 2021COURTESY REMINDER - SEC. 8 (6-YR) 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, September 6, 2016REGISTERED-PRINCIPAL REGISTER
Friday, August 5, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, August 4, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, August 3, 2016STATEMENT OF USE PROCESSING COMPLETE
Friday, July 8, 2016USE AMENDMENT FILED
Wednesday, August 3, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, July 8, 2016TEAS STATEMENT OF USE RECEIVED
Tuesday, April 5, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 9, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 9, 2016PUBLISHED FOR OPPOSITION
Wednesday, January 20, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 5, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, December 28, 2015ASSIGNED TO LIE
Tuesday, December 15, 2015ASSIGNED TO LIE
Tuesday, December 8, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, December 4, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 4, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 30, 2015ASSIGNED TO LIE
Wednesday, November 11, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, August 4, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 4, 2015NON-FINAL ACTION E-MAILED
Tuesday, August 4, 2015NON-FINAL ACTION WRITTEN
Thursday, July 30, 2015ASSIGNED TO EXAMINER
Thursday, April 30, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 24, 2015NEW APPLICATION ENTERED

Related Keywords

choice balanced annuities administration issuance