NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/12/2026
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Official data from USPTO
ENHANCED BALANCED
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ENHANCED BALANCED
ST13
US500000078580102Class
36
Filing
78580102
Registration
3060374
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
26
Latest update
08/12/2026
Trademark type
Word
Nice classes
36
Filing date
03/04/2005
Registration date
02/21/2006
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/12/2026
Last transaction
08/12/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
1998-08-00
First use in commerce
1998-08-00
Drawing code
4
Owner type
03
Owner location
Dallas, TX, US
Examiner
SNAPP, TINA LOUISE
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Westwood Holdings Group, Inc.
Representatives
Dyan House Baker & McKenzie LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment advisory services; investment management services; fund investment and fund investment consultation; investment advice; investment management in the nature of asset allocation; investment consultation and management; investment of funds for others; mutual fund investment; administration of employee pension plans; capital investment consultation; commodity investment advice; financial servicesinvestment fund transfer and transaction services
Publications
History of USPTO decisions and trademark events.
26 publications found
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
08/12/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/12/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/12/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
06/15/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/21/2025
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
02/19/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02/19/2016
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02/19/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/19/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
12/04/2015
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/21/2015
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03/29/2012
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/29/2012
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/29/2012
E815
TEAS SECTION 8 & 15 RECEIVED
02/21/2012
R.PR
REGISTERED-PRINCIPAL REGISTER
02/21/2006
PUBO
PUBLISHED FOR OPPOSITION
11/29/2005
NPUB
NOTICE OF PUBLICATION
11/09/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/05/2005
ALIE
ASSIGNED TO LIE
09/30/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/26/2005
GNEA
EXAMINERS AMENDMENT E-MAILED
09/26/2005
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/26/2005
DOCK
ASSIGNED TO EXAMINER
09/26/2005
NWAP
NEW APPLICATION ENTERED
03/10/2005
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