TrademarkDir
ADAPTIVE WEALTH STRATEGIES
LIVE

Serial Number

88068585

Owner

Wealth Enhancement Group, LLC

Attorney

Lynn E. Rzonca

First Use Date

Jan 2, 2018

Filing Date

Aug 7, 2018

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ADAPTIVE WEALTH STRATEGIES Trademark

Serial Number: 88068585 • Registration: 5693832

ADAPTIVE WEALTH STRATEGIES is a trademark filed by Wealth Enhancement Group, LLC on August 7, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Wealth Enhancement Group, LLC (28 trademarks)

Suite 900
Plymouth, MN 55441

Entity Type: 16

Carroll Financial Associates, Inc. (3 trademarks)

4201 Congress Street, Suite 210
Charlotte, NC 28209

Entity Type: 03

Trademark Details

Filing Date

August 7, 2018

Registration Date

March 5, 2019

First Use Anywhere

January 2, 2018

First Use in Commerce

January 2, 2018

Goods & Services

Financial planning and investment management strategies

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Jan 28, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Jan 28, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 28, 2025 APRE
TEAS SECTION 8 RECEIVED
May 2, 2024 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 5, 2024 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 11, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 11, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 11, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 11, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 11, 2024 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jul 6, 2022 ASGN
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 1, 2019 ASCK
REGISTERED-SUPPLEMENTAL REGISTER
Mar 5, 2019 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 29, 2019 PREV
ASSIGNED TO LIE
Jan 19, 2019 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jan 4, 2019 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 18, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 17, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 17, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 3, 2018 GNRN
NON-FINAL ACTION E-MAILED
Dec 3, 2018 GNRT
NON-FINAL ACTION WRITTEN
Dec 3, 2018 CNRT
ASSIGNED TO EXAMINER
Nov 26, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 14, 2018 NWOS
NEW APPLICATION ENTERED
Aug 10, 2018 NWAP

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