ADAPTIVE INTELLIGENCE PORTFOLIOS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 09 Jan 2023)
What this means for you
Registered since 26 Jul 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86685311
- Registration number
- 5006067
- Mark type
- Stylized text
- Filed
- 07 Jul 2015
- Published for opposition
- 02 Feb 2016
- Registered
- 26 Jul 2016
- Attorney of record
- Nancy Rubner Frandsen
Goods and services
- Class 036 — Insurance and financial services: Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments
Owner
- LINCOLN INVESTMENT PLANNING, LLC, FORT WASHINGTON, PA, US
- LEGEND GROUP HOLDINGS, LLC, PALM BEACH GARDENS, FL, US
- Cetera Financial Holdlings, Inc., El Segundo, CA, US
- Cetera Financial Holdlings, Inc., El Segundo, CA, US
- Cetera Financial Holdlings, Inc., El Segundo, CA, US
Prosecution history
- 04 Feb 2026 — TEAS SECTION 8 & 9 RECEIVED
- 26 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 05 Jul 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 02 Mar 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 02 Mar 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Mar 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 02 Mar 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 02 Mar 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 09 Jan 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 09 Jan 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 09 Jan 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Jun 2022 — TEAS SECTION 8 & 15 RECEIVED
- 26 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 07 Jan 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 07 Jan 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED