OBJECTIVES-BASED ASSET ALLOCATION Trademark

Trademark Overview

On Thursday, January 22, 2015, a trademark application was filed for OBJECTIVES-BASED ASSET ALLOCATION with the United States Patent and Trademark Office. The USPTO has given the OBJECTIVES-BASED ASSET ALLOCATION trademark a serial number of 86510827. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, April 29, 2022. This trademark is owned by Miles Capital, Inc.. The OBJECTIVES-BASED ASSET ALLOCATION trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, the evaluation of asset class exposures and construction of portfolios relative to key client objectives, consisting of Yield Generation and Liability Matching, Growth, Risk Mitigation and Inflation Hedging
objectives-based asset allocation

General Information

Serial Number86510827
Word MarkOBJECTIVES-BASED ASSET ALLOCATION
Filing DateThursday, January 22, 2015
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, April 29, 2022
Registration Number4903021
Registration DateTuesday, February 16, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services, namely, the evaluation of asset class exposures and construction of portfolios relative to key client objectives, consisting of Yield Generation and Liability Matching, Growth, Risk Mitigation and Inflation Hedging

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, February 3, 2015
Primary Code036
First Use Anywhere DateWednesday, August 6, 2014
First Use In Commerce DateWednesday, August 20, 2014

Trademark Owner History

Party NamePMA FINANCIAL NETWORK, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNAPERVILLE, IL 60563
Party NamePMA ACQUISITION, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNAPERVILLE, IL 60563
Party NameMiles Capital, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWest Des Moines, IA 50266
Party NameMiles Capital, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWest Des Moines, IA 50266

Trademark Events

Event DateEvent Description
Monday, January 26, 2015NEW APPLICATION ENTERED
Tuesday, February 3, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, April 27, 2015ASSIGNED TO EXAMINER
Monday, April 27, 2015NON-FINAL ACTION WRITTEN
Monday, April 27, 2015NON-FINAL ACTION E-MAILED
Monday, April 27, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 20, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 20, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 21, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, October 23, 2015APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, January 4, 2016ASSIGNED TO LIE
Tuesday, January 12, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, February 16, 2016REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, April 8, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, July 9, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, July 9, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 9, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 9, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, July 9, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, January 27, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, February 16, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 16, 2021TEAS SECTION 8 RECEIVED
Thursday, April 28, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 29, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, April 29, 2022NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, February 7, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sunday, February 16, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, November 24, 2025TEAS SECTION 8 & 9 RECEIVED

Related Keywords

allocation asset based objectives generation liability yield consisting matching growth hedging inflation mitigation