Who owns the BALANCED ALLOCATION LIFETIME INCOME RIDER trademark?

The BALANCED ALLOCATION LIFETIME INCOME RIDER trademark is owned by THE ANNEXUS GROUP, LLC.

What class is the BALANCED ALLOCATION LIFETIME INCOME RIDER trademark registered in?

The BALANCED ALLOCATION LIFETIME INCOME RIDER trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for BALANCED ALLOCATION LIFETIME INCOME RIDER?

The USPTO serial number for BALANCED ALLOCATION LIFETIME INCOME RIDER is 87405733.

What is the registration number for BALANCED ALLOCATION LIFETIME INCOME RIDER?

BALANCED ALLOCATION LIFETIME INCOME RIDER is registered under USPTO registration number 5323247.

BAL

USPTO Trademark Record

REGISTERED

BALANCED ALLOCATION LIFETIME INCOME RIDER

SN 87405733·Reg 5323247·Filed Apr 10, 2017

Owner THE ANNEXUS GROUP, LLC

Financial, monetary and banking services; insurance services; real estate services.

BALANCED ALLOCATION LIFETIME INCOME RIDER (Serial No. 87405733), Registration No. 5323247, is a registered US trademark filed on Apr 10, 2017 by THE ANNEXUS GROUP, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: November 01, 2027

Mark Intelligence

BALANCED ALLOCATION LIFETIME INCOME RIDER (Reg. #5323247) is a registered US trademark that has been protecting its owner, THE ANNEXUS GROUP, LLC, since 2017. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 10, 2017

SERIAL

87405733

REG#

5323247

REGISTERED

Oct 31, 2017

Owner

Applicant

THE ANNEXUS GROUP, LLC

Entity

LLC

State

Address

16767 N PERIMETER DRIVE SUITE 320, SCOTTSDALE, AZ, 85260

Country

Attorney

NameWilliam Zac Duffy

Law firm

William Zac Duffy Munsch Hardt Kopf & Harr, PC

Address

500 N. Akard Street, Suite 4000, Dallas, TX 75201, United States

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Filing Information

StatusREGISTERED

Filing DateApr 10, 2017

Serial Number87405733

Registration No.5323247

Registration DateOct 31, 2017

Status DateApr 12, 2024

Published for OppositionAug 15, 2017

Next RenewalNovember 01, 2027

Mark TypeStandard characters

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2017

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 29, 2012

First use in commerce: Feb 29, 2012

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

27 events

TEAS CHANGE OF CORRESPONDENCE RECEIVED

May 19, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

May 19, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

May 19, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 12, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Apr 12, 2024

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Apr 12, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Oct 16, 2023

TEAS SECTION 8 & 15 RECEIVED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Mar 29, 2023

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Mar 28, 2023

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 28, 2023

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Mar 28, 2023

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 28, 2023

TEAS CHANGE OF CORRESPONDENCE RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Oct 31, 2022

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Mar 10, 2020

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Mar 10, 2020

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 10, 2020

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Mar 10, 2020

TEAS CHANGE OF OWNER ADDRESS RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 10, 2020

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Nov 29, 2017

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

REGISTERED-PRINCIPAL REGISTER

Oct 31, 2017

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Aug 15, 2017

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 15, 2017

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 26, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 07, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jun 29, 2017

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 17, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Apr 13, 2017

NEW APPLICATION ENTERED

BALANCED ALLOCATION LIFETIME INCOME RIDER

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Other Marks by THE ANNEXUS GROUP, LLC

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