NEXTGEN ANNUITY

LIVE

Serial Number

86827737

Owner

ALLIED ELITE FINANCIAL, LLC

Attorney

Mindi M. Richter

First Use Date

Nov 4, 2015

Filing Date

Nov 20, 2015

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NEXTGEN ANNUITY Trademark

Serial Number: 86827737 • Registration: 4997680

NEXTGEN ANNUITY is a trademark filed by ALLIED ELITE FINANCIAL, LLC on November 20, 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

ALLIED ELITE FINANCIAL, LLC (11 trademarks)

333 E. Wetmore Road, Suite 305
TUCSON, AZ 85705

Entity Type: 16

JOSHUA DAVID MELLBERG, LLC (19 trademarks)

TUCSON, AZ 85741

Entity Type: 16

Legal Representation

Attorney of Record

Mindi M. Richter

1,415 trademarks filed View all →

Correspondence Address

Mindi M. Richter Shumaker, Loop & Kendrick, LLP

101 E. Kennedy Blvd., Suite 2800

Tampa, FL 33602

United States

Trademark Details

Filing Date

November 20, 2015

Registration Date

July 12, 2016

First Use Anywhere

November 4, 2015

First Use in Commerce

November 4, 2015

Published for Opposition

April 26, 2016

Goods & Services

Financial services, namely, financial consultation and advice to clients using strategies that results in the purchase of one or multiple annuities to reach long-term goals

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 16, 2025 TCCA

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 16, 2025 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 16, 2025 COAR

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 15, 2025 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 15, 2025 ARAA

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

Oct 15, 2025 REAP

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

Jul 12, 2025 REM2

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 20, 2025 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 20, 2025 ARAA

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

Mar 20, 2025 REAP

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Mar 20, 2025 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Mar 20, 2025 COAR

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Oct 23, 2024 ASGN

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

Jan 27, 2023 NA85

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

Jan 27, 2023 C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jan 27, 2023 APRE

TEAS SECTION 8 & 15 RECEIVED

Jul 11, 2022 E815

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

Jul 12, 2021 REM1

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jun 2, 2021 ASGN

REGISTERED-PRINCIPAL REGISTER

Jul 12, 2016 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 26, 2016 NPUB

PUBLISHED FOR OPPOSITION

Apr 26, 2016 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 6, 2016 NONP

LAW OFFICE PUBLICATION REVIEW COMPLETED

Mar 22, 2016 PREV

ASSIGNED TO LIE

Mar 21, 2016 ALIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 3, 2016 CNSA

EXAMINER'S AMENDMENT ENTERED

Mar 3, 2016 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 3, 2016 GNEN

EXAMINERS AMENDMENT E-MAILED

Mar 3, 2016 GNEA

EXAMINERS AMENDMENT -WRITTEN

Mar 3, 2016 CNEA

ASSIGNED TO EXAMINER

Feb 25, 2016 DOCK

NOTICE OF PSEUDO MARK E-MAILED

Nov 26, 2015 MPMK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 25, 2015 NWOS

NEW APPLICATION ENTERED

Nov 24, 2015 NWAP

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