NEXTGEN ANNUITY Trademark

Trademark Overview

On Friday, November 20, 2015, a trademark application was filed for NEXTGEN ANNUITY with the United States Patent and Trademark Office. The USPTO has given the NEXTGEN ANNUITY trademark a serial number of 86827737. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, January 27, 2023. This trademark is owned by JOSHUA DAVID MELLBERG, LLC. The NEXTGEN ANNUITY trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial consultation and advice to clients using strategies that results in the purchase of one or multiple annuities to reach long-term goals
nextgen annuity

General Information

Serial Number86827737
Word MarkNEXTGEN ANNUITY
Filing DateFriday, November 20, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, January 27, 2023
Registration Number4997680
Registration DateTuesday, July 12, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 26, 2016

Trademark Statements

Goods and ServicesFinancial services, namely, financial consultation and advice to clients using strategies that results in the purchase of one or multiple annuities to reach long-term goals
Pseudo MarkNEXT GENERATION ANNUITY
NOT AVAILABLE"ANNUITY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 25, 2015
Primary Code036
First Use Anywhere DateWednesday, November 4, 2015
First Use In Commerce DateWednesday, November 4, 2015

Trademark Owner History

Party NameALLIED ELITE FINANCIAL, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressTUCSON, AZ 85705
Party NameJOSHUA DAVID MELLBERG, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressTUCSON, AZ 85741
Party NameJOSHUA DAVID MELLBERG, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressTUCSON, AZ 85741
Party NameJOSHUA DAVID MELLBERG, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressTUCSON, AZ 85741
Party NameJOSHUA DAVID MELLBERG, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTUCSON, AZ 85741

Trademark Events

Event DateEvent Description
Tuesday, November 24, 2015NEW APPLICATION ENTERED
Wednesday, November 25, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 26, 2015NOTICE OF PSEUDO MARK E-MAILED
Thursday, February 25, 2016ASSIGNED TO EXAMINER
Thursday, March 3, 2016EXAMINERS AMENDMENT -WRITTEN
Thursday, March 3, 2016EXAMINERS AMENDMENT E-MAILED
Thursday, March 3, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, March 3, 2016EXAMINER'S AMENDMENT ENTERED
Thursday, March 3, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 21, 2016ASSIGNED TO LIE
Tuesday, March 22, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 6, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 26, 2016PUBLISHED FOR OPPOSITION
Tuesday, April 26, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 12, 2016REGISTERED-PRINCIPAL REGISTER
Wednesday, June 2, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, July 12, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, July 11, 2022TEAS SECTION 8 & 15 RECEIVED
Friday, January 27, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, January 27, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, January 27, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, October 23, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, March 20, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, March 20, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, March 20, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 20, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, March 20, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, July 12, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, October 15, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 15, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 15, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 16, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 16, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 16, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

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