Who owns the TANDEM MODERATE AGGRESSIVE FUND trademark?

The TANDEM MODERATE AGGRESSIVE FUND trademark is owned by Tandem Wealth Advisors, LLC.

What class is the TANDEM MODERATE AGGRESSIVE FUND trademark registered in?

The TANDEM MODERATE AGGRESSIVE FUND trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for TANDEM MODERATE AGGRESSIVE FUND?

The USPTO serial number for TANDEM MODERATE AGGRESSIVE FUND is 87713999.

What is the registration number for TANDEM MODERATE AGGRESSIVE FUND?

TANDEM MODERATE AGGRESSIVE FUND is registered under USPTO registration number 5967990.

TAN

USPTO Trademark Record

REGISTERED

TANDEM MODERATE AGGRESSIVE FUND

SN 87713999·Reg 5967990·Filed Dec 08, 2017

Owner Tandem Wealth Advisors, LLC

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

TANDEM MODERATE AGGRESSIVE FUND (Serial No. 87713999), Registration No. 5967990, is a registered US trademark filed on Dec 08, 2017 by Tandem Wealth Advisors, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: January 21, 2030

Mark Intelligence

TANDEM MODERATE AGGRESSIVE FUND (Reg. #5967990) is a registered US trademark that has been protecting its owner, Tandem Wealth Advisors, 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

Dec 08, 2017

SERIAL

87713999

REG#

5967990

REGISTERED

Jan 21, 2020

Owner

Applicant

Tandem Wealth Advisors, LLC

Entity

LLC

State

Address

Suite 330, 1850 North Central Avenue, Phoenix, AZ, 85004

Country

Attorney

NameMaria Crimi Speth

Law firm

Maria Crimi Speth Jaburg & Wilk, P.C.

Address

1850 North Central Avenue, Suite 1200, Phoenix, AZ 85004, United States

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusREGISTERED

Filing DateDec 08, 2017

Serial Number87713999

Registration No.5967990

Registration DateJan 21, 2020

Status DateMar 06, 2026

Published for OppositionMay 08, 2018

Next RenewalJanuary 21, 2030

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

Search 15M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 30, 2017

First use in commerce: Sep 30, 2019

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

36 events

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

Mar 06, 2026

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

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

Mar 06, 2026

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Mar 05, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Dec 01, 2025

TEAS SECTION 8 & 15 RECEIVED

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

Jan 21, 2025

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

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

May 29, 2024

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

May 29, 2024

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

May 29, 2024

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Jan 21, 2020

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Dec 14, 2019

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Dec 13, 2019

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Dec 12, 2019

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Dec 12, 2019

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Dec 06, 2019

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Dec 06, 2019

USE AMENDMENT FILED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Jun 20, 2019

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU EXTENSION 2 FILED

Jun 18, 2019

SOU EXTENSION 2 FILED

SOU TEAS EXTENSION RECEIVED

Jun 18, 2019

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 2 GRANTED

Jun 18, 2019

SOU EXTENSION 2 GRANTED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Dec 21, 2018

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU TEAS EXTENSION RECEIVED

Dec 19, 2018

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 1 FILED

Dec 19, 2018

SOU EXTENSION 1 FILED

SOU EXTENSION 1 GRANTED

Dec 19, 2018

SOU EXTENSION 1 GRANTED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jul 03, 2018

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

May 08, 2018

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 08, 2018

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 18, 2018

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Apr 01, 2018

ASSIGNED TO LIE

EXAMINERS AMENDMENT -WRITTEN

Mar 24, 2018

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Mar 24, 2018

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 24, 2018

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Mar 24, 2018

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 24, 2018

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Mar 20, 2018

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 19, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 12, 2017

NEW APPLICATION ENTERED

TANDEM MODERATE AGGRESSIVE FUND

Get pre-filing clearance

Search 15M+ trademarks

Run a conflict check

Other Marks by Tandem Wealth Advisors, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Maria Crimi Speth

Resources

Company