NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/13/2025
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Official data from USPTO
TANDEM MODERATE CONSERVATIVE PORTFOLIO
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
TANDEM MODERATE CONSERVATIVE PORTFOLIO
ST13
US500000087714075Class
36
Filing
87714075
Registration
5672495
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
24
Latest update
05/14/2025
Trademark type
Word
Nice classes
36
Filing date
12/08/2017
Registration date
02/12/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/13/2025
Last transaction
05/14/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
05/02/2011
First use in commerce
04/01/2017
Drawing code
4
Owner type
16
Owner location
Phoenix, AZ
Examiner
BROWN, TRICIA
Current location
Historical data usage
Holders and representatives
Holders
Tandem Wealth Advisors, LLC
Representatives
Maria Crimi Speth Jaburg & Wilk, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial management in the field of investment portfolios of publicly traded securities
Publications
History of USPTO decisions and trademark events.
24 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/13/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/13/2025
E815
TEAS SECTION 8 & 15 RECEIVED
01/17/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/29/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/29/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/29/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/12/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
02/12/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/27/2018
PUBO
PUBLISHED FOR OPPOSITION
11/27/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/07/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/17/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/16/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/16/2018
ALIE
ASSIGNED TO LIE
10/05/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/24/2018
GEAN
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
03/24/2018
GEAP
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
03/24/2018
EPEN
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
03/24/2018
CPEA
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
03/24/2018
DOCK
ASSIGNED TO EXAMINER
03/20/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/19/2017
NWAP
NEW APPLICATION ENTERED
12/12/2017
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