Who owns the TANDEM MODERATE CONSERVATIVE FUND trademark?

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

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

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

What is the serial number for TANDEM MODERATE CONSERVATIVE FUND?

The USPTO serial number for TANDEM MODERATE CONSERVATIVE FUND is 87713967.

What is the registration number for TANDEM MODERATE CONSERVATIVE FUND?

TANDEM MODERATE CONSERVATIVE FUND is registered under USPTO registration number 5962082.

TAN

USPTO Trademark Record

REGISTERED

TANDEM MODERATE CONSERVATIVE FUND

SN 87713967·Reg 5962082·Filed Dec 08, 2017

Owner Tandem Wealth Advisors, LLC

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

TANDEM MODERATE CONSERVATIVE FUND (Serial No. 87713967), Registration No. 5962082, 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 14, 2030

Mark Intelligence

TANDEM MODERATE CONSERVATIVE FUND (Reg. #5962082) 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

87713967

REG#

5962082

REGISTERED

Jan 14, 2020

Owner

Applicant

Tandem Wealth Advisors, LLC

Entity

LLC

State

Address

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

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

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Filing Information

StatusREGISTERED

Filing DateDec 08, 2017

Serial Number87713967

Registration No.5962082

Registration DateJan 14, 2020

Status DateJan 02, 2026

Published for OppositionMay 08, 2018

Next RenewalJanuary 14, 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

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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: 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.

Jan 02, 2026

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

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

Jan 02, 2026

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Dec 30, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Sep 25, 2025

TEAS SECTION 8 & 15 RECEIVED

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

Jan 14, 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 14, 2020

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Dec 10, 2019

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Dec 09, 2019

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Dec 06, 2019

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Dec 05, 2019

CASE ASSIGNED TO INTENT TO USE PARALEGAL

TEAS STATEMENT OF USE RECEIVED

Nov 27, 2019

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Nov 27, 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 CONSERVATIVE FUND

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Other Marks by Tandem Wealth Advisors, LLC

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