USPTO serial 86872675
ASSET ALLOCATION 2.0
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 23, 2016
- Examiner
- REAMS, CHRISTOPHER THOMAS
- 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
JANUS HENDERSON UK (HOLDINGS) LIMITED
LONDON, GB
Other trademarks owned by JANUS HENDERSON UK (HOLDINGS) LIMITED
Richard Bernstein Advisors LLC
New York, NY, US
Richard Bernstein Advisors LLC
New York, NY, US
Richard Bernstein Advisors LLC
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Keith A. Weltsch
Keith A. Weltsch Scully, Scott, Murphy & Presser, P.C.400 Garden City PlazaSuite 300Garden City, NY 11530Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | investment advisory services | ACTIVE | Jan 11, 2016 |
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 JANUS HENDERSON UK (HOLDINGS) LIMITED
- Other trademarks owned by Richard Bernstein Advisors LLC
- Other trademarks owned by Richard Bernstein Advisors LLC
- Other trademarks owned by Richard Bernstein Advisors LLC
- Other trademarks in Class 036
- Similar marks named ASSET ALLOCATION 2.0
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 28, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 20, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 20, 2026 | 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 20, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 30, 2025 | NURC | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED | — |
| Dec 11, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Dec 11, 2025 | 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. |
| Dec 11, 2025 | 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. |
| Dec 11, 2025 | COC. | CORRECTION UNDER SECTION 7 - PROCESSED | — |
| Dec 10, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 29, 2025 | ES7R | TEAS SECTION 7 REQUEST RECEIVED | — |
| Aug 28, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 23, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Oct 23, 2024 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 23, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 23, 2024 | 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 23, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Nov 30, 2021 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Nov 30, 2021 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 30, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 26, 2021 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 23, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 8, 2016 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Sep 8, 2016 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 23, 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. |
| Jun 7, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 7, 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. |
| May 18, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 28, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 28, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 28, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 28, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 28, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 26, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 20, 2016 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Jan 19, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 15, 2016 | NWAP | NEW APPLICATION ENTERED | — |