ANTI-ANNUITY
Live / Registered — Registered and renewed (as of 23 Jan 2026)
What this means for you
Registered since 20 Oct 2015. 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 2025).
Record
- Serial number
- 86292321
- Registration number
- 4837678
- Mark type
- Stylized text
- Filed
- 27 May 2014
- Published for opposition
- 28 Oct 2014
- Registered
- 20 Oct 2015
- Next maintenance due
- 20 Oct 2025
- Attorney of record
- Mark Terry
Goods and services
- Class 036 — Insurance and financial services: Annuity services, namely, account and investment administration; Annuity underwriting; Financial services, namely, providing an investment option available for annuity products, life insurance and annuity alternatives; Investment management of and distribution of annuities, life insurance and annuity alternatives; Issuance and administration of annuities, life insurance and annuity alternatives; Underwriting, issuance and administration of annuities, life insurance and annuity alternatives
Owner
- AFFINEX HOLDINGS, LLC, SCOTTSDALE, AZ, US
- Wasserman, Phillip, Sarasota, FL, US
- Wasserman, Phillip, Sarasota, FL, US
- Wasserman, Phillip, Sarasota, FL, US
Prosecution history
- 23 Jan 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 23 Jan 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 23 Jan 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 23 Jan 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Oct 2025 — TEAS SECTION 8 & 9 RECEIVED
- 20 Oct 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 May 2024 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
- 09 Apr 2024 — NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
- 08 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Aug 2023 — TEAS SECTION 7 REQUEST RECEIVED
- 23 Aug 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 08 Feb 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 08 Feb 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 08 Feb 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Oct 2021 — TEAS SECTION 8 & 15 RECEIVED