REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/19/2026
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Official data from USPTO
WEALTH IN BALANCE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTH IN BALANCE
ST13
US500000078953759Class
36
Filing
78953759
Registration
3253770
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
22
Latest update
06/20/2026
Trademark type
Word
Nice classes
36
Filing date
08/16/2006
Registration date
06/19/2007
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/21/2017
Last transaction
06/20/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
08/01/2006
First use in commerce
08/01/2006
Drawing code
4
Owner type
01
Owner location
PHOENIX, AZ, US
Examiner
BUTTON, JENNIFER JO
Law office
M40
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
BARNES, STEPHEN P.
Barnes Investment Advisory, Inc.
BARNES, KATHIE B.
Representatives
BARNES INVESTMENT ADVISORY, INC.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning; Financial portfolio management
Publications
History of USPTO decisions and trademark events.
22 publications found
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/26/2021
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
07/21/2017
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
07/21/2017
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
07/21/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/21/2017
E89R
TEAS SECTION 8 & 9 RECEIVED
06/14/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/14/2017
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/19/2016
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/31/2013
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/31/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/29/2013
E815
TEAS SECTION 8 & 15 RECEIVED
05/07/2013
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/07/2013
R.PR
REGISTERED-PRINCIPAL REGISTER
06/19/2007
PUBO
PUBLISHED FOR OPPOSITION
04/03/2007
NPUB
NOTICE OF PUBLICATION
03/14/2007
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
02/16/2007
ALIE
ASSIGNED TO LIE
02/16/2007
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/11/2007
DOCK
ASSIGNED TO EXAMINER
01/10/2007
NWAP
NEW APPLICATION ENTERED
08/23/2006
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