NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
01/28/2025
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Official data from USPTO
ADAPTIVE WEALTH STRATEGIES
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: United States
Quick snapshot
ADAPTIVE WEALTH STRATEGIES
ST13
US500000088068585Class
36
Filing
88068585
Registration
5693832
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
25
Latest update
01/28/2025
Trademark type
Word
Nice classes
36
Filing date
08/07/2018
Registration date
03/05/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/28/2025
Last transaction
01/28/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
First use anywhere
01/02/2018
First use in commerce
01/02/2018
Drawing code
4
Owner type
16
Owner location
PLYMOUTH, MN
Examiner
WOOD, CAROLINE
Current location
Historical data usage
Holders and representatives
Holders
WEALTH ENHANCEMENT GROUP, LLC
Carroll Financial Associates, Inc.
Representatives
Lynn E. Rzonca Ballard Spahr LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning and investment management strategies
Publications
History of USPTO decisions and trademark events.
25 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
01/28/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/28/2025
ES8R
TEAS SECTION 8 RECEIVED
05/02/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/05/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/11/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/11/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/11/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/11/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/11/2024
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
07/06/2022
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/01/2019
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
03/05/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/29/2019
ALIE
ASSIGNED TO LIE
01/19/2019
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
01/04/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/18/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/17/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/17/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
12/03/2018
GNRT
NON-FINAL ACTION E-MAILED
12/03/2018
CNRT
NON-FINAL ACTION WRITTEN
12/03/2018
DOCK
ASSIGNED TO EXAMINER
11/26/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/14/2018
NWAP
NEW APPLICATION ENTERED
08/10/2018
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