PRISM: EFFECTIVE ASSET ALLOCATION Trademark

Trademark Overview

On Monday, December 22, 2003, a trademark application was filed for PRISM: EFFECTIVE ASSET ALLOCATION with the United States Patent and Trademark Office. The USPTO has given the PRISM: EFFECTIVE ASSET ALLOCATION trademark a serial number of 76569554. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, August 13, 2025. This trademark is owned by FII HOLDINGS, INC.. The PRISM: EFFECTIVE ASSET ALLOCATION trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultation services, namely consulting and advising banks and corporate fiduciaries in the field of pooled investment vehicles and asset allocation as it relates to the process of money management
prism: effective asset allocation

General Information

Serial Number76569554
Word MarkPRISM: EFFECTIVE ASSET ALLOCATION
Filing DateMonday, December 22, 2003
Status800 - REGISTERED AND RENEWED
Status DateWednesday, August 13, 2025
Registration Number2939360
Registration DateTuesday, April 12, 2005
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 18, 2005

Trademark Statements

Goods and ServicesFinancial consultation services, namely consulting and advising banks and corporate fiduciaries in the field of pooled investment vehicles and asset allocation as it relates to the process of money management
NOT AVAILABLE"EFFECTIVE ASSET ALLOCATION"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, January 27, 2004
Primary Code036
First Use Anywhere DateMonday, March 1, 1999
First Use In Commerce DateMonday, March 1, 1999

Trademark Owner History

Party NameFII HOLDINGS, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWilmington, DE 19810
Party NameFII HOLDINGS, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWilmington, DE 19810
Party NameFII HOLDINGS, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWilmington, DE 19810

Trademark Events

Event DateEvent Description
Tuesday, January 27, 2004NEW APPLICATION ENTERED
Wednesday, July 14, 2004ASSIGNED TO EXAMINER
Thursday, July 15, 2004NON-FINAL ACTION MAILED
Friday, August 20, 2004PAPER RECEIVED
Friday, August 20, 2004CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 20, 2004ASSIGNED TO LIE
Tuesday, February 10, 2004PAPER RECEIVED
Monday, September 20, 2004AMENDMENT FROM APPLICANT ENTERED
Thursday, October 14, 2004EXAMINERS AMENDMENT MAILED
Monday, November 22, 2004ASSIGNED TO LIE
Monday, November 22, 2004LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, December 29, 2004NOTICE OF PUBLICATION
Tuesday, January 18, 2005PUBLISHED FOR OPPOSITION
Tuesday, April 12, 2005REGISTERED-PRINCIPAL REGISTER
Tuesday, April 12, 2011TEAS SECTION 8 & 15 RECEIVED
Tuesday, September 21, 2004FINAL REFUSAL WRITTEN
Tuesday, September 21, 2004FINAL REFUSAL MAILED
Thursday, October 14, 2004EXAMINERS AMENDMENT -WRITTEN
Thursday, October 14, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 29, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, March 26, 2015TEAS SECTION 8 & 9 RECEIVED
Thursday, April 9, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 10, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, April 28, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 26, 2015TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 26, 2015ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, April 10, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, April 10, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, August 13, 2025REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Wednesday, August 13, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, August 13, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, August 11, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 12, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, March 27, 2025TEAS SECTION 8 & 9 RECEIVED

Related Keywords

allocation asset effective prism vehicles investment relates management money process pooled field