BALANCED ALLOCATION LIFETIME INCOME RIDER
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 12 Apr 2024)
What this means for you
Registered since 31 Oct 2017. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal was filed 02 Nov 2026 and is awaiting the USPTO's acceptance).
Record
- Serial number
- 87405733
- Registration number
- 5323247
- Mark type
- Slogan / phrase
- Filed
- 10 Apr 2017
- Published for opposition
- 15 Aug 2017
- Registered
- 31 Oct 2017
- Next maintenance filing
- §8 & §9 renewal, filed 02 Nov 2026 — awaiting the USPTO's acceptance
- Attorney of record
- William Zac Duffy
Goods and services
- Class 036 — Insurance and financial services: Issuance and administration of annuities
Owner
- THE ANNEXUS GROUP, LLC, SCOTTSDALE, AZ, US
- The Annexus Group, LLC, Scottsdale, AZ, US
- The Annexus Group, LLC, Scottsdale, AZ, US
- The Annexus Group, LLC, Scottsdale, AZ, US
Prior registrations
Prosecution history
- 02 Nov 2026 — TEAS SECTION 8 & 9 RECEIVED
- 01 Nov 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 19 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 19 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 19 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 12 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 12 Apr 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 12 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 16 Oct 2023 — TEAS SECTION 8 & 15 RECEIVED
- 29 Mar 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 28 Mar 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 28 Mar 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 28 Mar 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 28 Mar 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 31 Oct 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED