Trademark Overview
On Friday, December 5, 2025, a trademark application was filed for NEWMAP | NEW MODEL ALLOCATION PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the NEWMAP | NEW MODEL ALLOCATION PORTFOLIO trademark a serial number of 99532259. The federal status of this trademark filing is EXAMINERS AMENDMENT - MAILED as of Tuesday, April 14, 2026. This trademark is owned by National Association of Certified Financial Fiduciaries. The NEWMAP | NEW MODEL ALLOCATION PORTFOLIO trademark is filed in the Education & Entertainment Services and Computer & Software Services & Scientific Services categories with the following description:
Software as a service (SAAS) services featuring software for financial planning, retirement planning, and asset-allocation analysis; Providing a website featuring on-line non-downloadable software that enables users to input financial information, evaluate risk tolerance, categorize assets, generate personalized financial allocation models, and create customized financial or retirement-planning reports; Providing temporary use of on-line non-downloadable software for financial advisors and financial institutions to review user data, monitor user progress, track potential assets under management, assign users to advisors, and manage advisor-client interactions; Providing temporary use of non-downloadable cloud-based software for financial education, investment allocation modeling, advisor workflow management, and client engagement
Providing online non-downloadable videos in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment; Educational services, namely, conducting training courses in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment and distribution of educational materials in connection therewith; Education services, namely, providing non-downloadable webinars in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment
