REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/11/2026
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Official data from USPTO
VALUES + VALUE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
VALUES + VALUE
ST13
US500000087262782Class
36
Filing
87262782
Registration
5241068
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
15
Latest update
07/11/2026
Trademark type
Word
Nice classes
36
Filing date
12/08/2016
Registration date
07/11/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/06/2023
Last transaction
07/11/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Principal Register
First use anywhere
03/31/2015
First use in commerce
03/31/2015
Drawing code
4
Owner type
16
Owner location
Roslindale, MA, US
Examiner
MACFARLANE, JAMES W
Law office
L40
Current location
TMEG LAW OFFICE 104
Holders and representatives
Holders
Balanced Rock Investment Advisors LLC
Representatives
Balanced Rock Investment Advisors LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment management; Management of securities portfolios; Financial portfolio management; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial serviceswealth management services; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Investment of funds; Public equity investment management
Publications
History of USPTO decisions and trademark events.
15 publications found
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
11/06/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
11/06/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/06/2023
ES8R
TEAS SECTION 8 RECEIVED
07/10/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/11/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
07/11/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/25/2017
PUBO
PUBLISHED FOR OPPOSITION
04/25/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/05/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/14/2017
DOCK
ASSIGNED TO EXAMINER
03/10/2017
MPMK
NOTICE OF PSEUDO MARK E-MAILED
12/15/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/14/2016
NWAP
NEW APPLICATION ENTERED
12/12/2016
Continuous trademark protection
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