OBJECTIVES-BASED ASSET ALLOCATION
Live / Registered — Registered and renewed (as of 23 Feb 2026)
What this means for you
Registered since 16 Feb 2016. 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 16 Feb 2026).
Record
- Serial number
- 86510827
- Registration number
- 4903021
- Mark type
- Stylized text
- Filed
- 22 Jan 2015
- Registered
- 16 Feb 2016
- Next maintenance due
- 16 Feb 2026
- Attorney of record
- Tanya L. Curtis
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, the evaluation of asset class exposures and construction of portfolios relative to key client objectives, consisting of Yield Generation and Liability Matching, Growth, Risk Mitigation and Inflation Hedging
Owner
- PMA FINANCIAL NETWORK, LLC, NAPERVILLE, IL, US
- PMA ACQUISITION, LLC, NAPERVILLE, IL, US
- Miles Capital, Inc., West Des Moines, IA, US
- Miles Capital, Inc., West Des Moines, IA, US
Prosecution history
- 23 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 23 Feb 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 23 Feb 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 22 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Nov 2025 — TEAS SECTION 8 & 9 RECEIVED
- 16 Feb 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 Feb 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 29 Apr 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 29 Apr 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 28 Apr 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 16 Nov 2021 — TEAS SECTION 8 RECEIVED
- 16 Feb 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 27 Jan 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 09 Jul 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 09 Jul 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED