USPTO serial 86827737
NEXTGEN ANNUITY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 12, 2016
- Examiner
- SAITO, KIM
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
TUCSON, AZ, US
TUCSON, AZ, US
TUCSON, AZ, US
Clearwater, FL, US
TUCSON, AZ, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mindi M. Richter
Mindi M. Richter Shumaker, Loop & Kendrick, LLP101 E. Kennedy Blvd., Suite 2800Tampa, FL 33602United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, financial consultation and advice to clients using strategies that results in the purchase of one or multiple annuities to reach long-term goals | ACTIVE | Nov 4, 2015 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by JOSHUA DAVID MELLBERG, LLC
- Other trademarks owned by JOSHUA DAVID MELLBERG, LLC
- Other trademarks owned by JOSHUA DAVID MELLBERG, LLC
- Other trademarks owned by ALLIED ELITE FINANCIAL, LLC
- Other trademarks owned by JOSHUA DAVID MELLBERG, LLC
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 28, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 28, 2026 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Aug 28, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Aug 28, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 6, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Dec 16, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 16, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 16, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 15, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 15, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 15, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 12, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 20, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 20, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 20, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 20, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 20, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Oct 23, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 27, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jan 27, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 27, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 11, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 12, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 2, 2021 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 12, 2016 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 26, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 26, 2016 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 6, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 22, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 21, 2016 | ALIE | ASSIGNED TO LIE | — |
| Mar 3, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 3, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 3, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 3, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 3, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 25, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 26, 2015 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Nov 25, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 24, 2015 | NWAP | NEW APPLICATION ENTERED | — |