ASSET ALLOCATION 2.0

Serial Number 86872675
Registration 5026540
800

Registration Progress

Application Filed
Jan 12, 2016
Under Examination
Approved for Publication
Jun 7, 2016
Published for Opposition
Jun 7, 2016
Registered
Aug 23, 2016

Attorney Assistance

Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20160823)
Due: Aug 23, 2026 245 days

Trademark Image

ASSET ALLOCATION 2.0

Basic Information

Serial Number
86872675
Registration Number
5026540
Filing Date
January 12, 2016
Registration Date
August 23, 2016
Published for Opposition
June 7, 2016
Renewal Date
August 23, 2026
Drawing Code
4

Status Summary

Current Status
Active
Status Code
800
Status Date
Dec 11, 2025
Registration
Registered
Classes
036

Rights Holder

Richard Bernstein Advisors LLC

16
Address
1251 Avenue of the Americas
Suite 4102
New York, NY 10020

Ownership History

Richard Bernstein Advisors LLC

Original Applicant
16
New York, NY

Richard Bernstein Advisors LLC

Owner at Publication
16
New York, NY

Richard Bernstein Advisors LLC

Original Registrant
16
New York, NY

Legal Representation

Attorney
John K. Burke

USPTO Deadlines

Next Deadline
245 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20160823)
Due Date
August 23, 2026
Grace Period Ends
February 23, 2027

Application History

32 events
Date Code Type Description Documents
Dec 11, 2025 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
Dec 11, 2025 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Dec 11, 2025 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Dec 11, 2025 COC. O CORRECTION UNDER SECTION 7 - PROCESSED Loading...
Dec 10, 2025 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Aug 29, 2025 ES7R I TEAS SECTION 7 REQUEST RECEIVED Loading...
Aug 28, 2025 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Aug 23, 2025 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Oct 23, 2024 EWAF I TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Loading...
Oct 23, 2024 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Oct 23, 2024 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Oct 23, 2024 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 30, 2021 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Nov 30, 2021 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Nov 30, 2021 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Aug 26, 2021 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Aug 23, 2021 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Sep 8, 2016 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Sep 8, 2016 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Aug 23, 2016 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jun 7, 2016 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jun 7, 2016 PUBO A PUBLISHED FOR OPPOSITION Loading...
May 18, 2016 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Apr 28, 2016 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Apr 28, 2016 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Apr 28, 2016 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Apr 28, 2016 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Apr 28, 2016 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Apr 26, 2016 DOCK D ASSIGNED TO EXAMINER Loading...
Jan 20, 2016 MPMK E NOTICE OF PSEUDO MARK E-MAILED Loading...
Jan 19, 2016 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 15, 2016 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
investment advisory services
First Use Anywhere: Jan 11, 2016
First Use in Commerce: Jan 11, 2016

Additional Information

Other
In the statement, lines 1-3 should be deleted, and "Richard Bernstein Advisors LLC (Delaware Limited Liability Company) 1251 Avenue of the Americas Suite 4102 New York New York 10020" should be inserted.
Pseudo Mark
ASSET ALLOCATION TWO POINT ZERO

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"ASSET ALLOCATION"