ADAPTIVE INTELLIGENCE PORTFOLIOS

Serial Number 86685311
Registration 5006067
702

Registration Progress

Application Filed
Jul 7, 2015
Under Examination
Approved for Publication
Feb 2, 2016
Published for Opposition
Feb 2, 2016
Registered
Jul 26, 2016

Trademark Image

ADAPTIVE INTELLIGENCE PORTFOLIOS

Basic Information

Serial Number
86685311
Registration Number
5006067
Filing Date
July 7, 2015
Registration Date
July 26, 2016
Published for Opposition
February 2, 2016
Drawing Code
4000

Status Summary

Current Status
Active
Status Code
702
Status Date
Jan 9, 2023
Registration
Registered
Classes
036

Rights Holder

LINCOLN INVESTMENT PLANNING, LLC

16
Address
601 OFFICE CENTER DRIVE
SUITE 300
FORT WASHINGTON, PA 19034

Ownership History

Cetera Financial Holdlings, Inc.

Original Applicant
03
El Segundo, CA

Cetera Financial Holdlings, Inc.

Owner at Publication
03
El Segundo, CA

Cetera Financial Holdlings, Inc.

Original Registrant
03
El Segundo, CA

LEGEND GROUP HOLDINGS, LLC

New Owner After Registration #1
16
PALM BEACH GARDENS, FL

LINCOLN INVESTMENT PLANNING, LLC

New Owner After Registration #2
16
FORT WASHINGTON, PA

Legal Representation

Attorney
Nancy Rubner Frandsen

USPTO Deadlines

Next Deadline
373 days remaining
Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2016-07-26)
Due Date
July 26, 2026
Grace Period Ends
January 26, 2027

Application History

36 events
Date Code Type Description Documents
Jul 5, 2023 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Mar 2, 2023 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Mar 2, 2023 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Mar 2, 2023 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Mar 2, 2023 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Mar 2, 2023 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Jan 9, 2023 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Jan 9, 2023 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Jan 9, 2023 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Jun 23, 2022 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Jul 26, 2021 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Jan 7, 2019 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jan 7, 2019 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Oct 3, 2018 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Oct 17, 2017 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Mar 29, 2017 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jul 26, 2016 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jun 17, 2016 ETOP T EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED Loading...
Jun 8, 2016 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Feb 10, 2016 ETOF T EXTENSION OF TIME TO OPPOSE RECEIVED Loading...
Feb 3, 2016 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Feb 2, 2016 PUBO A PUBLISHED FOR OPPOSITION Loading...
Feb 2, 2016 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jan 13, 2016 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Nov 11, 2015 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Nov 5, 2015 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Nov 5, 2015 GNEA O EXAMINERS AMENDMENT E-MAILED Loading...
Nov 5, 2015 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Nov 5, 2015 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Nov 5, 2015 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Oct 27, 2015 CNRT R NON-FINAL ACTION WRITTEN Loading...
Oct 27, 2015 GNRT F NON-FINAL ACTION E-MAILED Loading...
Oct 27, 2015 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Oct 16, 2015 DOCK D ASSIGNED TO EXAMINER Loading...
Jul 10, 2015 NWAP I NEW APPLICATION ENTERED Loading...
Jul 10, 2015 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...

Detailed Classifications

Class 036
Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments
First Use Anywhere: Jun 29, 2015
First Use in Commerce: Jun 29, 2015

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"PORTFOLIOS"