STRATEGIC ASSET REBALANCING SOLUTION Trademark

Trademark Overview

On Thursday, March 17, 2016, a trademark application was filed for STRATEGIC ASSET REBALANCING SOLUTION with the United States Patent and Trademark Office. The USPTO has given the STRATEGIC ASSET REBALANCING SOLUTION trademark a serial number of 86944404. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, September 29, 2023. This trademark is owned by Legend Group Holdings, LLC. The STRATEGIC ASSET REBALANCING SOLUTION trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services, financial planning and investment management, fee-based financial planning services; investment portfolio analysis; advice relating to investments
strategic asset rebalancing solution

General Information

Serial Number86944404
Word MarkSTRATEGIC ASSET REBALANCING SOLUTION
Filing DateThursday, March 17, 2016
Status710 - CANCELLED - SECTION 8
Status DateFriday, September 29, 2023
Registration Number5163122
Registration DateTuesday, March 14, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesInvestment advisory services, financial planning and investment management, fee-based financial planning services; investment portfolio analysis; advice relating to investments
Disclaimer with Predetermined Text"SOLUTION"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, September 29, 2023
Primary Code036
First Use Anywhere DateFriday, December 30, 2016
First Use In Commerce DateFriday, December 30, 2016

Trademark Owner History

Party NameLINCOLN INVESTMENT PLANNING, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFORT WASHINGTON, PA 19034
Party NameLegend Group Holdings, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPALM BEACH GARDENS, FL 33410
Party NameLegend Group Holdings, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPalm Beach Gardens, FL 33410

Trademark Events

Event DateEvent Description
Friday, September 29, 2023CANCELLED SEC. 8 (6-YR)
Wednesday, July 5, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, March 2, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, March 2, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, March 2, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, March 2, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 2, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, March 14, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, October 3, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, October 17, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 14, 2017REGISTERED-SUPPLEMENTAL REGISTER
Monday, February 6, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, February 6, 2017ASSIGNED TO LIE
Saturday, January 21, 2017NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Friday, January 20, 2017APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, January 20, 2017USE AMENDMENT ACCEPTED
Saturday, December 31, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 30, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 30, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, December 31, 2016AMENDMENT TO USE PROCESSING COMPLETE
Saturday, December 31, 2016USE AMENDMENT FILED
Friday, December 30, 2016TEAS AMENDMENT OF USE RECEIVED
Tuesday, July 5, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 5, 2016NON-FINAL ACTION E-MAILED
Tuesday, July 5, 2016NON-FINAL ACTION WRITTEN
Monday, June 27, 2016ASSIGNED TO EXAMINER
Tuesday, March 22, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, March 21, 2016NEW APPLICATION ENTERED

Related Keywords

solution rebalancing asset strategic investment planning financial services advice relating investments analysis management advisory