Who owns the TANDEM MODERATE CONSERVATIVE PORTFOLIO trademark?

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

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

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

What is the serial number for TANDEM MODERATE CONSERVATIVE PORTFOLIO?

The USPTO serial number for TANDEM MODERATE CONSERVATIVE PORTFOLIO is 87714075.

What is the registration number for TANDEM MODERATE CONSERVATIVE PORTFOLIO?

TANDEM MODERATE CONSERVATIVE PORTFOLIO is registered under USPTO registration number 5672495.

TAN

USPTO Trademark Record

REGISTERED

TANDEM MODERATE CONSERVATIVE PORTFOLIO

SN 87714075·Reg 5672495·Filed Dec 08, 2017

Owner Tandem Wealth Advisors, LLC

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

TANDEM MODERATE CONSERVATIVE PORTFOLIO (Serial No. 87714075), Registration No. 5672495, 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: February 12, 2029

Mark Intelligence

TANDEM MODERATE CONSERVATIVE PORTFOLIO (Reg. #5672495) 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

87714075

REG#

5672495

REGISTERED

Feb 12, 2019

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

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Filing Information

StatusREGISTERED

Filing DateDec 08, 2017

Serial Number87714075

Registration No.5672495

Registration DateFeb 12, 2019

Status DateMay 13, 2025

Published for OppositionNov 27, 2018

Next RenewalFebruary 12, 2029

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: May 02, 2011

First use in commerce: Apr 01, 2017

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

24 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 13, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

May 13, 2025

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

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

May 13, 2025

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

TEAS SECTION 8 & 15 RECEIVED

Jan 17, 2025

TEAS SECTION 8 & 15 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

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

May 29, 2024

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

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

Feb 12, 2024

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

REGISTERED-PRINCIPAL REGISTER

Feb 12, 2019

REGISTERED-PRINCIPAL REGISTER

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 27, 2018

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

PUBLISHED FOR OPPOSITION

Nov 27, 2018

PUBLISHED FOR OPPOSITION

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 07, 2018

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 17, 2018

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 16, 2018

TEAS/EMAIL CORRESPONDENCE ENTERED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 16, 2018

CORRESPONDENCE RECEIVED IN LAW OFFICE

ASSIGNED TO LIE

Oct 05, 2018

ASSIGNED TO LIE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 24, 2018

TEAS RESPONSE TO OFFICE ACTION RECEIVED

EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED

Mar 24, 2018

EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED

COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY

Mar 24, 2018

COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY

EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

Mar 24, 2018

EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

Mar 24, 2018

NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

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 PORTFOLIO

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Other Marks by Tandem Wealth Advisors, LLC

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

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