REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/17/2026
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Official data from USPTO
CLEARBALANCE
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
30
Latest update
01/18/2026
Trademark type
Combined
Nice classes
36
Filing date
06/10/2016
Registration date
01/17/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/05/2023
Last transaction
01/18/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
10/31/2010
First use in commerce
10/31/2010
Drawing code
3
Owner type
16
Owner location
San Diego, CA
Examiner
HARDY LUDLOW,TARAH KIM
Law office
M10
Current location
TMO LAW OFFICE 110
Mark description
The mark consists of a miscellaneous design with the word "CLEARBALANCE" following the design.
Holders and representatives
Holders
CSI Financial Services, LLC
Representatives
Michelle D. Kahn SHEPPARD MULLIN RICHTER & HAMPTON LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financing in the field of health care services
Publications
History of USPTO decisions and trademark events.
30 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/28/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/28/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/28/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/28/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/28/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/05/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/05/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/28/2023
E815
TEAS SECTION 8 & 15 RECEIVED
10/19/2022
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/01/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/17/2022
CORV
REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
03/02/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/21/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/21/2020
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
02/21/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/21/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/21/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/21/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
01/17/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/01/2016
PUBO
PUBLISHED FOR OPPOSITION
11/01/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/12/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/21/2016
DOCK
ASSIGNED TO EXAMINER
09/21/2016
TAEA
TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
08/04/2016
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
08/04/2016
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
06/18/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/17/2016
NWAP
NEW APPLICATION ENTERED
06/14/2016
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