ADAPTIVE INTELLIGENCE PORTFOLIOS

LIVE

Serial Number

86685311

Owner

Cetera Financial Holdlings, Inc.

Attorney

Nancy Rubner Frandsen

First Use Date

Jun 29, 2015

Filing Date

Jul 7, 2015

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ADAPTIVE INTELLIGENCE PORTFOLIOS Trademark

Serial Number: 86685311 • Registration: 5006067

ADAPTIVE INTELLIGENCE PORTFOLIOS is a trademark filed by Cetera Financial Holdlings, Inc. on July 7, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Cetera Financial Holdlings, Inc. (8 trademarks)

200 N. Sepulveda Blvd., Suite 1200
El Segundo, CA 90245

Entity Type: 03

LINCOLN INVESTMENT PLANNING, LLC (23 trademarks)

Fort Washington, PA 19034

Entity Type: 16

LEGEND GROUP HOLDINGS, LLC (15 trademarks)

4600 EAST PARK DRIVE, SUITE 300
PALM BEACH GARDENS, FL 33410

Entity Type: 16

Legal Representation

Attorney of Record

Nancy Rubner Frandsen

940 trademarks filed View all →

Correspondence Address

Nancy Rubner Frandsen Royer Cooper Cohen Braunfeld LLC

101 W. Elm Street

Suite 400

Conshohocken, PA 19428

United States

Trademark Details

Filing Date

July 7, 2015

Registration Date

July 26, 2016

First Use Anywhere

June 29, 2015

First Use in Commerce

June 29, 2015

Published for Opposition

February 2, 2016

Goods & Services

Investment advisory services, financial planning and investment management, fee-based financial planning programs; investment portfolio analysis; advice relating to investments

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Apr 15, 2026 NA89

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Apr 15, 2026 RNL1

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Apr 15, 2026 89AG

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 14, 2026 APRE

TEAS SECTION 8 & 9 RECEIVED

Feb 4, 2026 E89R

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Jul 26, 2025 REM2

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jul 5, 2023 ASGN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Mar 2, 2023 CHAN

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 2, 2023 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 2, 2023 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Mar 2, 2023 REAP

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Mar 2, 2023 COAR

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jan 9, 2023 NA85

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jan 9, 2023 C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jan 9, 2023 APRE

TEAS SECTION 8 & 15 RECEIVED

Jun 23, 2022 E815

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Jul 26, 2021 REM1

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 7, 2019 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 7, 2019 REAP

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Oct 3, 2018 ASCK

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 17, 2017 TCCA

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Mar 29, 2017 ASGN

REGISTERED-PRINCIPAL REGISTER

Jul 26, 2016 R.PR

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

Jun 17, 2016 ETOP

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jun 8, 2016 ASCK

EXTENSION OF TIME TO OPPOSE RECEIVED

Feb 10, 2016 ETOF

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Feb 3, 2016 ASCK

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Feb 2, 2016 NPUB

PUBLISHED FOR OPPOSITION

Feb 2, 2016 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jan 13, 2016 NONP

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Nov 11, 2015 ASCK

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 5, 2015 CNSA

EXAMINER'S AMENDMENT ENTERED

Nov 5, 2015 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Nov 5, 2015 GNEN

EXAMINERS AMENDMENT E-MAILED

Nov 5, 2015 GNEA

EXAMINERS AMENDMENT -WRITTEN

Nov 5, 2015 CNEA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 27, 2015 GNRN

NON-FINAL ACTION E-MAILED

Oct 27, 2015 GNRT

NON-FINAL ACTION WRITTEN

Oct 27, 2015 CNRT

ASSIGNED TO EXAMINER

Oct 16, 2015 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 10, 2015 NWOS

NEW APPLICATION ENTERED

Jul 10, 2015 NWAP

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