ADAPTIVE INTELLIGENCE PORTFOLIOS holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 1 filings. The WikiTrademarks Expansion Score is 0/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed October 19, 2026
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Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
No activity recorded yet.
Ownership & Assignment History
10 records| Date | From | To |
|---|---|---|
| Mar 20, 2017 |
CETERA FINANCIAL HOLDINGS, INC.
|
LEGEND GROUP HOLDINGS, LLC
PALM BEACH GARDENS, FLORIDA
|
| May 26, 2016 |
WILMINGTON TRUST, NATIONAL ASSOCIATION
|
ARETEC GROUP, INC.
NEW YORK, NEW YORK
|
| May 25, 2016 |
WILMINGTON TRUST, NATIONAL ASSOCIATION
|
ARETEC GROUP, INC. (FORMERLY KNOWN AS RC...
NEW YORK, NEW YORK
CETERA FINANCIAL HOLDINGS, INC.
EL SEGUNDO, CALIFORNIA
FAS HOLDINGS, INC.
SAN DIEGO, CALIFORNIA
LEGEND GROUP HOLDINGS, LLC
PALM BEACH GARDES, FLORIDA
INVESTORS CAPITAL HOLDINGS, LLC
LYNNFIELD, MASSACHUSETTS
J. P. TURNER & COMPANY, LLC
ATLANTA, GEORGIA
|
| May 25, 2016 |
BARCLAYS BANK PLC
|
ARETEC GROUP INC. (FORMERLY KNOWN AS RCS...
NEW YORK, NEW YORK
CETERA FINANCIAL HOLDINGS, INC.
EL SEGUNDO, CALIFORNIA
CETERA FINANCIAL GROUP, INC.
EL SEGUNDO, CALIFORNIA
FAS HOLDINGS, INC
SAN DIEGO, CALIFORNIA
LEGEND GROUP HOLDINGS, LLC
PALM BEACH GARDENS, FLORIDA
INVESTORS CAPITAL HOLDINGS, LLC
LYNNFIELD, MASSACHUSETTS
REALTY CAPITAL SECURITIES, LLC
BOSTON, MASSACHUSETTS
TRUPOLY, LLC
NEW YORK, NEW YORK
|
| May 25, 2016 |
BARCLAYS BANK PLC
|
ARETEC GROUP, INC. (FORMERLY KNOWN AS RC...
NEW YORK, NEW YORK
CETERA FINANCIAL HOLDINGS, INC.
EL SEGUNDO, CALIFORNIA
FAS HOLDINGS, INC.
SAN DIEGO, CALIFORNIA
LEGEND GROUP HOLDINGS, LLC
PALM BEACH GARDENS, FLORIDA
INVESTORS CAPITAL HOLDINGS, LLC
LYNNFIELD, MASSACHUSETTS
|
| May 24, 2016 |
ARETEC GROUP, INC. (FOMERLY KNOWN AS RCS...
CETERA FINANCIAL GROUP, INC.
CETERA FINANCIAL HOLDINGS, INC.
FAS HOLDINGS, INC.
INVESTORS CAPITAL HOLDINGS, LLC
LEGEND GROUP HOLDINGS, LLC
|
BARCLAYS BANK PLC
NEW YORK, NEW YORK
|
| May 24, 2016 |
ARETEC GROUP, INC. (FOMERLY KNOWN AS RCS...
CETERA FINANCIAL GROUP, INC.
CETERA FINANCIAL HOLDINGS, INC.
FAS HOLDINGS, INC.
INVESTORS CAPITAL HOLDINGS, LLC
LEGEND GROUP HOLDINGS, LLC
|
BARCLAYS BANK PLC
NEW YORK, NEW YORK
|
| Feb 9, 2016 |
RCS CAPITAL CORPORATION
CETERA FINANCIAL GROUP, INC.
CETERA FINANCIAL HOLDINGS, INC.
FAS HOLDINGS, INC.
INVESTORS CAPITAL HOLDINGS, LLC
LEGEND GROUP HOLDINGS, LLC
REALTY CAPITAL SECURITIES, LLC
TRUPOLY, LLC (AS SUCCESSOR TO PROJECT T...
|
BARCLAYS BANK PLC
NEW YORK, NEW YORK
|
| Jan 19, 2016 |
BANK OF AMERICA, N.A.
|
WILMINGTON TRUST, NATIONAL ASSOCIATION,...
MINNEAPOLIS, MINNESOTA
|
| Nov 4, 2015 |
RCS CAPITAL CORPORATION
CETERA FINANCIAL HOLDINGS, INC.
FAS HOLDINGS, INC.
LEGEND GROUP HOLDINGS, LLC
J.P. TURNER & COMPANY, LLC
INVESTORS CAPITAL HOLDINGS, LLC
|
BANK OF AMERICA, N.A., AS COLLATERAL AGE...
DALLAS, TEXAS
|
Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 86685311 | ADAPTIVE INTELLIGENCE PORTFOLIOS | Jul 07, 2015 | Abandoned | 036 Insurance & Finance | LINCOLN INVESTMENT PLANNING, LLC |
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FAQ: ADAPTIVE INTELLIGENCE PORTFOLIOS trademark portfolio
What trademarks does ADAPTIVE INTELLIGENCE PORTFOLIOS hold?
ADAPTIVE INTELLIGENCE PORTFOLIOS holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to LINCOLN INVESTMENT PLANNING, LLC.
How many trademarks does ADAPTIVE INTELLIGENCE PORTFOLIOS have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to ADAPTIVE INTELLIGENCE PORTFOLIOS. The brand has been actively filing since July 2015. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does ADAPTIVE INTELLIGENCE PORTFOLIOS file most often?
ADAPTIVE INTELLIGENCE PORTFOLIOS's most active class is NICE Class 36 (Insurance & Finance), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the ADAPTIVE INTELLIGENCE PORTFOLIOS trademark?
The most recent filings under the ADAPTIVE INTELLIGENCE PORTFOLIOS mark are registered to LINCOLN INVESTMENT PLANNING, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is ADAPTIVE INTELLIGENCE PORTFOLIOS expanding into new categories?
The current WikiTrademarks Expansion Score for ADAPTIVE INTELLIGENCE PORTFOLIOS is 0 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.
How can I track new ADAPTIVE INTELLIGENCE PORTFOLIOS trademark filings?
Click the Watch Brand button at the top of this page to add ADAPTIVE INTELLIGENCE PORTFOLIOS to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.
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