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BALANCED ALLOCATION STRATEGY
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 04 May 2020

Last Applicant/ Owned by

16767 N PERIMETER DRIVE SUITE 320

SCOTTSDALE

AZ

85260

Serial Number

86142472 filed on 12th Dec 2013

Registration Number

4533741 registered on 20th May 2014

in the Principal Register

Correspondent Address

Carla C. Calcagno

Calcagno Law PLLC

2101 L Street NW, Suite 300

Washington DC 20037

Filing Basis

1. use application currently

Disclaimer

NO DATA

BALANCED ALLOCATION STRATEGY

Issuance and administration of annuities

Classification Information


Class [036]
Insurance & Financial Services


Issuance and administration of annuities


First Use Date in General

15th Mar 2006

First Use Date in Commerce

15th Mar 2006

Mark Details


Serial Number

No 86142472

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
20th May 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
29th Mar 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
28th Mar 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
28th Mar 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
28th Mar 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
28th Mar 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04th May 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
04th May 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
30th Apr 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05th Mar 2020TEAS SECTION 8 & 15 RECEIVED