CAEX
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
08/07/2026
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Official data from USPTO
FDP
This trademark appears in the official USPTO history.
Even when the status is closed, the history helps calibrate risk, avoid repeating mistakes, and define a safe naming strategy.
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9Type: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Case type
Application and registration
Recorded events
44
Latest update
08/07/2026
Trademark type
Word
Nice classes
36
Filing date
11/24/2003
Registration date
01/24/2006
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/07/2026
Last transaction
08/07/2026
Responsible office
United States Patent and Trademark Office
Status code
710
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
04/01/2004
First use in commerce
04/01/2004
Drawing code
4
Owner type
03
Owner location
CHARLOTTE, NC, US
Examiner
SOMERVILLE, ARETHA CHARESE
Law office
L70
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
B. C. (pessoa física)
Merrill Lynch & Co., Inc.
Representatives
Georges Nahitchevansky Akerman LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
financial servicesa mutual fund investment that offers rebalancing back to pre-established targets on a standing instruction basis
Publications
History of USPTO decisions and trademark events.
44 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/24/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/28/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/28/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/28/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/28/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/28/2024
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
09/17/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/17/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/17/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/17/2024
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/18/2015
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/18/2015
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/18/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/18/2015
E89R
TEAS SECTION 8 & 9 RECEIVED
03/02/2015
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/09/2014
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/23/2012
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
01/31/2012
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/31/2012
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/31/2012
E815
TEAS SECTION 8 & 15 RECEIVED
12/08/2011
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/07/2011
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/07/2011
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/03/2010
R.PR
REGISTERED-PRINCIPAL REGISTER
01/24/2006
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
12/10/2005
ALIE
ASSIGNED TO LIE
12/09/2005
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/05/2005
SUPC
STATEMENT OF USE PROCESSING COMPLETE
11/01/2005
IUAF
USE AMENDMENT FILED
10/12/2005
PAPER RECEIVED
10/12/2005
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
07/12/2005
PUBO
PUBLISHED FOR OPPOSITION
04/19/2005
NPUB
NOTICE OF PUBLICATION
03/30/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/13/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/11/2004
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/10/2004
ALIE
ASSIGNED TO LIE
12/10/2004
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/02/2004
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/02/2004
CNRT
NON-FINAL ACTION MAILED
06/21/2004
DOCK
ASSIGNED TO EXAMINER
06/07/2004
NWAP
NEW APPLICATION ENTERED
12/16/2003
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