NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
02/23/2026
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Official data from USPTO
OBJECTIVES-BASED ASSET ALLOCATION
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
OBJECTIVES-BASED ASSET ALLOCATION
ST13
US500000086510827Class
36
Filing
86510827
Registration
4903021
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
32
Latest update
03/17/2026
Trademark type
Word
Nice classes
36
Filing date
01/22/2015
Registration date
02/16/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/23/2026
Last transaction
03/17/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
First use anywhere
08/06/2014
First use in commerce
08/20/2014
Drawing code
4
Owner type
16
Owner location
NAPERVILLE, IL, US
Examiner
SOUDERS, MICHAEL J
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
PMA FINANCIAL NETWORK, LLC
PMA ACQUISITION, LLC
Miles Capital, Inc.
Representatives
Tanya L. Curtis Katten Muchin Rosenman LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy servicesthe evaluation of asset class exposures and construction of portfolios relative to key client objectivesconsisting of Yield Generation and Liability MatchingGrowthRisk Mitigation and Inflation Hedging
Publications
History of USPTO decisions and trademark events.
32 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02/23/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02/23/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/22/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
11/24/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/16/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
02/07/2024
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
04/29/2022
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
04/29/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/28/2022
ES8R
TEAS SECTION 8 RECEIVED
11/16/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/16/2021
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/27/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/09/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/09/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/09/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/09/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/09/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/08/2020
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
02/16/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/12/2016
ALIE
ASSIGNED TO LIE
01/04/2016
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
10/23/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/21/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/20/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/20/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/27/2015
GNRT
NON-FINAL ACTION E-MAILED
04/27/2015
CNRT
NON-FINAL ACTION WRITTEN
04/27/2015
DOCK
ASSIGNED TO EXAMINER
04/27/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/03/2015
NWAP
NEW APPLICATION ENTERED
01/26/2015
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