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OBJECTIVES-BASED ASSET ALLOCATION
Live/Registered
SECTION 8-ACCEPTED

accepted

on 29 Apr 2022

Last Applicant/ Owned by

2135 CITY GATE LANE, #7

NAPERVILLE

IL

60563

Serial Number

86510827 filed on 22nd Jan 2015

Registration Number

4903021 registered on 16th Feb 2016

in the Supplemental Register

Correspondent Address

Tanya L. Curtis

Tanya L. Curtis

525 West Monroe Street

Chicago IL 60661

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

OBJECTIVES-BASED ASSET ALLOCATION

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

Classification Information


Class [036]
Insurance & 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


First Use Date in General

06th Aug 2014

First Use Date in Commerce

20th Aug 2014

Mark Details


Serial Number

No 86510827

Mark Type

No Service Mark

Attorney Docket Number

No 393090-2/Obj

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
07th Feb 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
29th Apr 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED
29th Apr 2022NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
28th Apr 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
16th Nov 2021TEAS SECTION 8 RECEIVED
16th Feb 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
27th Jan 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09th Jul 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
09th Jul 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09th Jul 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED