TANDEM MODERATE CONSERVATIVE FUND Trademark

Trademark Overview

On Friday, December 8, 2017, a trademark application was filed for TANDEM MODERATE CONSERVATIVE FUND with the United States Patent and Trademark Office. The USPTO has given the TANDEM MODERATE CONSERVATIVE FUND trademark a serial number of 87713967. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, January 2, 2026. This trademark is owned by Tandem Wealth Advisors, LLC. The TANDEM MODERATE CONSERVATIVE FUND trademark is filed in the Insurance & Financial Services category with the following description:

Financial management in the field of investment portfolios of publicly traded securities
tandem moderate conservative fund

General Information

Serial Number87713967
Word MarkTANDEM MODERATE CONSERVATIVE FUND
Filing DateFriday, December 8, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, January 2, 2026
Registration Number5962082
Registration DateTuesday, January 14, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 8, 2018

Trademark Statements

Goods and ServicesFinancial management in the field of investment portfolios of publicly traded securities
NOT AVAILABLE"MODERATE CONSERVATIVE FUND"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 19, 2017
Primary Code036
First Use Anywhere DateThursday, November 30, 2017
First Use In Commerce DateMonday, September 30, 2019

Trademark Owner History

Party NameTandem Wealth Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPhoenix, AZ 85004
Party NameTandem Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPhoenix, AZ 85004
Party NameTandem Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhoenix, AZ 85004

Trademark Events

Event DateEvent Description
Tuesday, December 12, 2017NEW APPLICATION ENTERED
Tuesday, December 19, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 20, 2018ASSIGNED TO EXAMINER
Saturday, March 24, 2018EXAMINERS AMENDMENT -WRITTEN
Saturday, March 24, 2018EXAMINERS AMENDMENT E-MAILED
Saturday, March 24, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, March 24, 2018EXAMINER'S AMENDMENT ENTERED
Saturday, March 24, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Sunday, April 1, 2018ASSIGNED TO LIE
Wednesday, April 18, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 8, 2018PUBLISHED FOR OPPOSITION
Tuesday, May 8, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 3, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, December 19, 2018SOU TEAS EXTENSION RECEIVED
Wednesday, December 19, 2018SOU EXTENSION 1 FILED
Wednesday, December 19, 2018SOU EXTENSION 1 GRANTED
Friday, December 21, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, June 18, 2019SOU TEAS EXTENSION RECEIVED
Tuesday, June 18, 2019SOU EXTENSION 2 FILED
Tuesday, June 18, 2019SOU EXTENSION 2 GRANTED
Thursday, June 20, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, November 27, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, December 5, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, November 27, 2019USE AMENDMENT FILED
Friday, December 6, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, December 9, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, December 10, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, January 14, 2020REGISTERED-PRINCIPAL REGISTER
Wednesday, May 29, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 29, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, May 29, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 14, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, September 25, 2025TEAS SECTION 8 & 15 RECEIVED
Tuesday, December 30, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, January 2, 2026REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, January 2, 2026NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

fund conservative moderate tandem publicly traded securities portfolios investment management field financial