TANDEM MODERATE FUND
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 02 Jan 2026)
What this means for you
Registered since 21 Jan 2020. 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 (next due by 21 Jan 2030: the §8 & §9 renewal).
Record
- Serial number
- 87713987
- Registration number
- 5967989
- Mark type
- Word mark
- Filed
- 08 Dec 2017
- Published for opposition
- 08 May 2018
- Registered
- 21 Jan 2020
- Next maintenance filing
- §8 & §9 renewal, due by 21 Jan 2030 (grace period to 21 Jul 2030)
- Attorney of record
- Maria Crimi Speth
Goods and services
- Class 036 — Insurance and financial services: Financial management in the field of investment portfolios of publicly traded securities
Owner
- Tandem Wealth Advisors, LLC, Phoenix, AZ
- Tandem Wealth Advisors, LLC, Phoenix, AZ
- Tandem Wealth Advisors, LLC, Phoenix, AZ
Prosecution history
- 02 Jan 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 02 Jan 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 30 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Sept 2025 — TEAS SECTION 8 & 15 RECEIVED
- 21 Jan 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 29 May 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 29 May 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 29 May 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 21 Jan 2020 — REGISTERED-PRINCIPAL REGISTER
- 14 Dec 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 13 Dec 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 13 Dec 2019 — STATEMENT OF USE PROCESSING COMPLETE
- 06 Dec 2019 — USE AMENDMENT FILED
- 12 Dec 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 06 Dec 2019 — TEAS STATEMENT OF USE RECEIVED