NEWMAP | NEW MODEL ALLOCATION PORTFOLIO
Live / Registered — Registered (as of 20 Oct 2026)
What this means for you
Registered since 20 Oct 2026. 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 20 Oct 2032: the §8 declaration of use).
Record
- Serial number
- 99532259
- Registration number
- 8517579
- Mark type
- Slogan / phrase
- Filed
- 05 Dec 2025
- Published for opposition
- 19 May 2026
- Registered
- 20 Oct 2026
- Next maintenance filing
- §8 declaration of use, due by 20 Oct 2032 (grace period to 20 Apr 2033)
- Attorney of record
- Jianmin Zhou
Goods and services
- Class 041 — Education and entertainment services: Providing online non-downloadable videos in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment; Educational services, namely, conducting training courses in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment and distribution of educational materials in connection therewith; Education services, namely, providing non-downloadable webinars in the field of financial literacy, financial wellness, retirement planning, asset allocation, and risk-tolerance assessment
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for financial planning, retirement planning, and asset-allocation analysis; Providing a website featuring on-line non-downloadable software that enables users to input financial information, evaluate risk tolerance, categorize assets, generate personalized financial allocation models, and create customized financial or retirement-planning reports; Providing temporary use of on-line non-downloadable software for financial advisors and financial institutions to review user data, monitor user progress, track potential assets under management, assign users to advisors, and manage advisor-client interactions; Providing temporary use of non-downloadable cloud-based software for financial education, investment allocation modeling, advisor workflow management, and client engagement
Owner
- National Association of Certified Financial Fiduciaries, Marvin, NC, US
- National Association of Certified Financial Fiduciaries, Marvin, NC, US
- National Association of Certified Financial Fiduciaries, Marvin, NC, US
Prosecution history
- 20 Oct 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 20 Oct 2026 — REGISTERED-PRINCIPAL REGISTER
- 25 Sept 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 25 Sept 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 02 Sept 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 28 Jul 2026 — USE AMENDMENT FILED
- 28 Jul 2026 — TEAS STATEMENT OF USE RECEIVED
- 14 Jul 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 19 May 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 19 May 2026 — PUBLISHED FOR OPPOSITION
- 13 May 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 24 Apr 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 Apr 2026 — EXAMINER'S AMENDMENT ENTERED
- 14 Apr 2026 — ASSIGNED TO LIE
- 14 Apr 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED