TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/19/2025
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Official data from USPTO
BALANCED ALLOCATION ANNUITY
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
39
Latest update
05/24/2025
Trademark type
Combined
Nice classes
36
Filing date
03/30/2010
Registration date
04/12/2011
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/17/2021
Last transaction
05/24/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
First use anywhere
03/19/2010
First use in commerce
03/19/2010
Drawing code
5
Owner type
16
Owner location
SCOTTSDALE, AZ
Examiner
SHANAHAN, PATRICK
Law office
M70
Current location
GENERIC WEB UPDATE
Mark description
The mark consists of the words "balanced allocation annuity"; the words "balanced" and "allocation" are run-together and both words are in different fonts .
Holders and representatives
Holders
THE ANNEXUS GROUP, LLC
THE ANNEXUS GROUP, LLC
Representatives
William Zac Duffy Munsch Hardt Kopf & Harr, PC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Issuance and administration of annuities
Publications
History of USPTO decisions and trademark events.
39 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/19/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/19/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/29/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/28/2023
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
03/28/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/28/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/28/2023
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
07/17/2021
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
07/17/2021
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
07/17/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/15/2021
E89R
TEAS SECTION 8 & 9 RECEIVED
04/07/2021
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
04/12/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
03/10/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/10/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/10/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/10/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
03/10/2020
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
11/29/2017
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
05/02/2017
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
05/02/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/02/2017
ES8R
TEAS SECTION 8 RECEIVED
04/17/2017
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
04/12/2011
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/10/2011
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
03/10/2011
DOCK
ASSIGNED TO EXAMINER
03/10/2011
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/24/2011
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/24/2011
ALIE
ASSIGNED TO LIE
01/19/2011
ALIE
ASSIGNED TO LIE
01/14/2011
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/03/2011
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/10/2010
GNRT
NON-FINAL ACTION E-MAILED
07/10/2010
CNRT
NON-FINAL ACTION WRITTEN
07/10/2010
DOCK
ASSIGNED TO EXAMINER
06/28/2010
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/06/2010
NWAP
NEW APPLICATION ENTERED
04/02/2010
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