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Official data from USPTO

ADVISOR REBALANCING

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

ADVISOR REBALANCING

ST13

US500000085062467

Class

42

Filing

85062467

Registration

3881914

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

31

Latest update

12/04/2024

Trademark type

Word

Nice classes

42

Filing date

06/14/2010

Registration date

11/23/2010

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/23/2022

Last transaction

03/23/2022

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Supplemental Register

First use anywhere

06/01/2002

First use in commerce

06/01/2002

Drawing code

4

Owner type

03

Owner location

Seattle, WA, US

Examiner

REIHNER, DAVID

Law office

M20

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Tamarac, Inc.

Representatives

Melissa S. Dillenbeck Faegre Drinker Biddle & Reath LLP

Technical classification

Nice Classes

Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 42

Application service provider featuring software for use in financial account balancing and monitoring in the field of investments management

Publications

History of USPTO decisions and trademark events.

31 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

12/04/2024

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

03/23/2022

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

03/23/2022

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

03/23/2022

EROP

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

03/16/2022

PR89

POST REGISTRATION ACTION MAILED - SEC. 8 & 9

09/16/2021

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

03/29/2021

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/29/2021

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

03/29/2021

REAP

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

03/29/2021

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

03/29/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/04/2021

E89R

TEAS SECTION 8 & 9 RECEIVED

11/23/2020

REM2

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

11/23/2019

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

08/12/2016

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

08/12/2016

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

08/12/2016

ES8R

TEAS SECTION 8 RECEIVED

08/01/2016

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

11/23/2010

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

10/21/2010

ALIE

ASSIGNED TO LIE

10/21/2010

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

10/07/2010

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/29/2010

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/28/2010

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/28/2010

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/22/2010

GNRT

NON-FINAL ACTION E-MAILED

09/22/2010

CNRT

NON-FINAL ACTION WRITTEN

09/22/2010

DOCK

ASSIGNED TO EXAMINER

09/22/2010

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/21/2010

NWAP

NEW APPLICATION ENTERED

06/17/2010

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